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Income, Income, Income! | Model Portfolio Channel

By Scott Welch, CIMA ®, Chief Investment Officer – Model Portfolios This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, please inquire with your financial professional. Not all financial professionals have access to these Model Portfolios. “Well, all I hear all day long at school is how great Marcia is at this or how wonderful Marcia did that…Marcia, Marcia, Marcia!” (Eve Plumb as Jan Brady on “The Brady Bunch,” 1971) We last looked at our income Model Portfolios in March. At that point in time, the 10-Year U.S. Treasury yield had finally reached the S&P 500 dividend yield for the first time in more than a year. Here we are, two to three months later, and every client or prospect we have is asking about generating risk-controlled yield in the current market environment. In response, we recently launched HYIN, our alternat

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Take Notice: Reviewing Buffett s Japan Buys | Model Portfolio Channel

For a company the size of Berkshire Hathaway, with nearly $900 billion in assets, the $6 billion investment was relatively modest. Perhaps because the amount is just a rounding error for Berkshire, the investment garnered little public attention. There was initial optimism from some like one article from the Financial Times titled “Why Warren Buffett could lead other money managers into overlooked Japan” but that attention has waned. And equity flows from international money managers certainly haven’t followed Buffett’s lead. While there’s been a pickup in recent weeks, the cumulative ¥1.4 trillion (about $13 bn) pales in comparison to the nearly ¥16 trillion in investments made in 2013, the last year of significant foreign investor flows into Japan.

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