February 22, 2021
Small cap stocks started rallying late last year and are still doing so today. That doesn’t mean advisors and their clients should rush into the riskiest smaller equities.
Advisors looking for an array of quality-based approaches to small cap stocks can consider the WisdomTree Core Equity Model Portfolio.
“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.
The model portfolio features exposure to three small cap exchange traded funds spanning U.S. equities, as well as developed and emerging markets fare.
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