The Siegel-WisdomTree Model Portfolios
A TIME-TESTED APPROACH TO LONG-TERM INVESTING
In collaboration with Professor Jeremy Siegel, WisdomTree developed the Siegel-WisdomTree Model Portfolios to help investors navigate ongoing market and macroeconomic complexities.
Key principles that drive this long-term investing approach include:
+ Quality and Valuations Always Matter
In addition to earnings quality and profitability, long-term investors should always be focused on price relative to expectations of future earnings growth.
+ Dividends for Defense and Recovery
Dividend-paying stocks can help protect investors in bear markets and enhance returns during market rebounds.
+ Addressing Longevity Risk
With longer life expectancies extending investment horizons, we believe a greater allocation to global equities is warranted in many client portfolios.
Jeremy J. Siegel
WisdomTree Senior Economist and Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media. In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine. His book Stocks for the Long Run was named by The Washington Post as one of the 10 best investment books of all time.
