WisdomTree

Moderate

Managed by WisdomTree
DiversifiedStocks and bondsETFs

This strategy provides exposure to a diversified allocation of stocks and bonds using ETFs. It seeks to maximize potential for capital growth while balancing income on behalf of investors by overweighting equity securities relative to bonds. The strategy incorporates both WisdomTree and non-WisdomTree equity and fixed income ETFs. For performance purposes, this strategy will be benchmarked to a 60/40 combination of a broad-based global equity index and a US aggregate bond index, respectively.

Portfolio risk score
Strategy ETFs / Funds
Management fee 0.10%
Min investment $100
Performance
Commentary

Performance

Last 30 days 5.9%
Last 90 days 3.3%
Last 365 days -8.0%
Since inception (annualized) 12.4%
2022 (YTD) -9.5%
2021 9.8%

Risk metrics (last 365 days)

Volatility 11.1%
Sharpe ratio -0.96
Sortino ratio -1.37
Maximum drawdown -16.1%
Value-at-risk (95%, 1 week) -2.6%

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Portfolio information

Exceptions

Trading decisions in this portfolio are based exclusively upon the quarterly rebalance data provided by WisdomTree to Interactive Advisors pursuant to a licensing agreement.

WisdomTree

About WisdomTree

WisdomTree Asset Management, Inc. (“WisdomTree”) launched its first Exchange Traded Funds (ETFs) in June of 2006, and is currently one of the largest Exchange Traded Product (ETP) sponsors globally.

WisdomTree offers Exchange Traded Products (ETPs) covering domestic, international and global equities, fixed income, currencies, commodities and alternative strategies. WisdomTree pioneered the concept of fundamentally weighted ETFs and active ETFs and is currently an industry leader in both categories (as measured by assets under management). WisdomTree is the only publicly traded asset manager exclusively focused on the ETP industry.

WisdomTree is listed on the NASDAQ Global Market under the ticker: WETF.

Disclosures

Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

This portfolio was launched on Interactive Advisors on April 03, 2020 and was opened to client investments on May 04, 2020. Interactive Advisors constructs and manages this portfolio based on a model portfolio and data obtained pursuant to an agreement with WisdomTree Asset Management, Inc. (“WisdomTree”). All performance information on this page is actual performance of the Interactive Advisors proprietary account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. Because WisdomTree actively manages the model strategy underlying this portfolio and does not seek to replicate the performance of an index, this portfolio is at increased risk of underperforming its benchmark and not achieving its investment objective.

This portfolio is not in any way recommended to Interactive Advisors clients by WisdomTree, the model portfolio strategy provider. WisdomTree does not provide any investment advice or recommendation in relation to this portfolio and is not acting as an investment adviser or fiduciary to Interactive Advisors clients. WisdomTree has built the model portfolios without regard to the individual financial circumstances and objectives of any investor or Interactive Advisors client.

This portfolio is made up of whole and/or fractional holdings of Exchange Traded Funds (ETFs). The portfolio itself is not an ETF or Mutual Fund. Clients choosing to invest in this portfolio directly own the ETF shares making up the portfolio. In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by the ETF issuers.

Additional information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with this portfolio can be found here and on the Forms and Agreements page.

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