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For the Small-Cap January Effect , Turn to Model Portfolios

December 15, 2020 Advisors and investors are hearing plenty about how momentum small-caps are building to end 2020, a scenario many market observers believe will carry over to the new year. Asset allocators looking for preparation for more small-cap upside can turn to model portfolios, including the WisdomTree Core Equity Model Portfolio, which features allocations to three small-cap exchange traded funds covering domestic, developed, and emerging markets smaller equities. “This model portfolio is designed for growth-oriented investors with a long-term horizon looking to maximize long-term potential for capital growth through a globally diversified set of equity ETFs,” according to WisdomTree. In recent weeks, small-cap equities have been keeping pace with their large-cap brethren, but before advisors start sticking their clients into these small cap funds, they might want to think twice. While it helps to diversify a client’s portfolio and get the additional upside of sm

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