INSIGHTS & STRATEGIES

WisdomTree Blog

When most people think about leverage, they think about it through the lens of added risk. While that’s one view, we think leverage can be a powerful tool for boosting the efficiency of portfolios, even during potentially volatile markets.

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In rural Maine at Camp Kotok, I sat with Barry Ritholtz, CIO of Ritholtz Wealth Management, on the deck of Leen’s Lodge discussing the launch of the WisdomTree 90/60 U.S. Balanced Fund and how investors should think about using this new 90/60 strategy within their portfolios.

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On last week’s “Behind the Markets” podcast, Jeremy Schwartz discussed risk management, portfolios construction and capital-efficient investing with Corey Hoffstein, chief investment officer of Newfound Research.
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Following the launch of the WisdomTree 90/60 U.S. Balanced Fund (NTSX), Cliff Asness, co-founder of AQR Capital Management, commented on Twitter that although he had a “22-year head start” from a research perspective, WisdomTree managed to “beat him” in launching this type of levered 60/40 idea in an ETF.

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In our research, we have found that overlay strategies can provide meaningful enhancements to traditional 60/40 portfolios both in terms of exposure as well as tax efficiency in the current environment. We believe that NTSX can be a powerful tool for potentially boosting the efficiency of core portfolios.

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For many investors, a balanced portfolio (60% equities, 40% bonds) serves as the bedrock for their asset allocation decisions. WisdomTree has developed a more capital-efficient vehicle for providing exposure to the traditional 60/40 asset allocation vehicles, the WisdomTree 90/60 U.S. Balanced Fund (NTSX).

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