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April 13, 2021 Friday was a busy day on the Bitcoin exchange traded fund front as Kryptoin Investment Advisors filed a registration form for a Bitcoin ETF. That means there are now eight such applications before the Securities and Exchange Commission (SEC). The commission also revealed its evaluating WisdomTree’s proposal to introduce a bitcoin ETF – something the issuer has had success with in other markets. “Fast forward to the first quarter of 2021 and the digital assets financial ecosystem, including bitcoin, has progressed significantly,” according to the filing. “The development of a regulated market for digital asset securities has significantly evolved, with market participants having conducted registered public offerings of both digital asset securities and shares in investment vehicles holding bitcoin futures.” ....
Emerging Markets Are Tough to Approach. This Model Portfolio Helps April 12, 2021 Emerging markets stocks are tempting, but the asset class is often tricky to navigate. Financial advisors can ease that burden with model portfolios. “This model portfolio is designed for investors with a long-term horizon looking for exposure to a broad universe of Emerging Market equities primarily using factor focused ETFs. The selected ETFs provide certain factor tilts that have the potential to generate excess return relative to comparable cap-weighted benchmarks over longer-term holding periods. The strategies may use both WisdomTree and non-WisdomTree ETF,” according to WisdomTree. This model portfolio’s depth is appealing to advisors and clients because it the often confusing asset class more approachable. ....
April 5, 2021 Advisors are quickly discovering that traditional fixed income strategies just aren’t cutting it, particularly with significant exposure to long-dated Treasuries. WisdomTree’s U.S. Conservative Growth Model Portfolio is an option for higher quality income with equity exposure. The model portfolio allocates 60 percent of its weight to fixed income exchange traded funds, many of which aren’t heavily dependent on U.S. government debt. “These U.S.-focused model portfolios allocate to multi-factor equity and fixed income ETFs across multiple risk profiles leveraging our Modern Alpha® approach,” according to the issuer. Another advantage of this model portfolio is that it’s not dependent on long duration fare. Within the model portfolio are some shorter duration ideas, including the ....
Is a Commodities Supercycle Coming? Make the Call with This Model Portfolio March 17, 2021 Owing to the weak dollar and rising inflation, among many other factors, commodities are growing more and more appealing. The trick is knowing how to right-size those allocations. WisdomTree’s series of Endowment Model Portfolios can help with that objective. “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. ....
The WisdomTree Cloud Computing ETF (WCLD) was the leader of cloud computing exchange traded funds last year and one of the best-performing technology ETFs of any stripe. The fund’s recent rebalancing could lead to more of the same this year. The WisdomTree Cloud Computing Fund seeks to track the price and yield performance, before fees and expenses, of the BVP Nasdaq Emerging Cloud Index, an equally weighted index designed to measure the performance of emerging public companies focused on delivering cloud-based software to customers. A prime advantage of WCLD is that it focuses on pure play cloud companies with fast-growing earnings and revenue profiles. ....