Given the surge in inflation experienced during 2021-23, we have specifically reviewed how our multi-asset approach has performed following periods when
It has been almost a year since we last visited the WisdomTree Endowment Model Portfolios and we think it is high time to revisit and give them a closer look.
Roughly one year ago, we wrote a blog post summarizing the various WisdomTree Model Portfolios and how they are built and managed to address multiple investor objectives.
Seeking Alternative Income Ideas? Look to This Model Portfolio April 27, 2021
Alternative investments are increasingly alluring at a time when traditional assets just aren’t lobbing off enough income for investors.
One way of ameliorating that scenario is with endowment-style investing, a task made easier by WisdomTree’s series of Endowment Model Portfolios.
“By thoughtfully integrating equities, bonds and alternative investments, WisdomTree has created variations of each model with differing risk profiles. WisdomTree’s bespoke approach seeks to ensure that there is a model portfolio for a range of investors, from the conservative to the aggressive,” according to the issuer.
WisdomTree offers five levels of risk tolerance in this model portfolio series – conservative, moderately conservative, moderate, moderately aggressive, and aggressive.