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WisdomTree 90/60 US Balanced Fund

NTSX is an actively managed portfolio of US equities and US Treasury futures contracts.

WisdomTree U.S. Efficient Core Fund ETF employs a 60/40 strategy, using Treasury futures for leverage and tax efficiency. NTSX has underperformed the theoretical 1.5 leverage factor due to fees, rebalancing, and roll yield. Compared to the S&P 500, the Fund shows similar volatility and lower risk-adjusted performance.

NTSX: Leveraged 60/40 Strategy At Low Cost

NTSX is a leveraged balanced ETF. It has exposure to 90% equities, 60% treasuries. Leverage is gained through futures. NTSX tends to outperform, but sees significant losses and underperformance during periods of higher inflation.

NTSX: With Inflation Normalizing, This Leveraged Bond/Equity ETF Is A Buy

WisdomTree U.S. Efficient Core Fund ETF implements a 60/40 equity-bond allocation with a 1.5 leverage factor. NTSX holds stocks for the equity part and leverages its portfolio thanks to Treasury futures. NTSX's performance looks great compared to other multi-asset ETFs, but it slightly underperforms expectations based on the leverage factor.

NTSX: Multi-Asset ETF Beating Its Peers

Equities and fixed income have been moving in tandem as inflation fears cast doubt on whether there will be any Fed rate cuts in 2024. The WisdomTree U.S. Efficient Core Fund ETF offers potential benefits for index investors when Treasury securities offset moves in the stock market, but we aren't seeing that today. NTSX has produced strong risk-adjusted returns in the past and offers tax advantages for investors, but recalcitrant inflation negates the ETF's diversification benefit for now.

NTSX: Stock-Bond Correlation Suggests Caution, But Reason For Optimism Ahead

The WisdomTree U.S. Efficient Core Fund ETF (NTSX) is an active core allocation product that blends stocks with Treasuries. NTSX primarily invests in large-cap U.S. equity securities and U.S. Treasury futures contracts, implementing an active management strategy. The fund offers diversified exposure, capital efficiency through leverage, and risk management, but also carries risks and dependence on quantitative models.

NTSX: A Leveraged Stock/Treasury Fund Mix

By Bradley Krom, U.S. Head of Research The potential for stubborn inflation, a higher-for-longer policy from the Federal Reserve and structural $1 trillion deficits have all contributed to an abnormal shape in the U.S. Treasury curve. In this piece we look to other periods of curve inversion and conclude that inverted yield curves are generally not an impediment to equity returns.

Investing in an Inverted World

WisdomTree U.S. Efficient Core Fund ETF is a leveraged balanced fund that focuses on equities and treasuries. Investing in both equities and treasuries reduces portfolio risk and volatility while boosting risk-adjusted returns. NTSX has generally strong returns with below-average risk, although it may underperform during periods of significant inflation.

NTSX: Treasury Fund, Strong Returns And Performance Track-Record

The WisdomTree U.S. Efficient Core Fund (NTSX) is an asset allocation ETF that combines U.S. equities with bond futures for leveraged exposure to a traditional 60/40 portfolio. NTSX efficiently delivers performance of a 90/60 portfolio without the use of explicit leverage. The fund also has tax benefits as interest income is taxed as capital gains. However, the 60/40 portfolio requires negative correlation between bonds and stocks. I am not sure that will be the case in the coming years with possible secular inflation.

NTSX: Leveraged 60/40 Portfolio But Watch Out For Secular Inflation

WisdomTree Emerging Markets Efficient Core Fund

Core allocations – they're the bedrock of investor portfolios. With all sorts of big, indexed strategies out there that track the market, it can be tricky to innovate and offer an appealing spin in an ETF format.

Combine Treasuries and Active Core Equities in NTSX

NTSX is a leveraged balanced equity and treasury index ETF. The fund has significantly underperformed during the current inflationary environment. As economic conditions normalize, the fund should start to outperform.

NTSX: Economic Conditions Have Improved, Making This Leveraged, Balanced Equity/Treasury ETF A Buy

The WisdomTree U.S. Efficient Core Fund seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. NTSX was formerly known as the WisdomTree 90/60 U.S. Balanced Fund, which gives investors an idea of the investment strategy it is still executing.

Examining NTSX As A Substitute For SPY, Maybe

SPDR Bloomberg 1-3 Month T-Bill ETF

Vanguard Total Bond Market ETF

iShares 0-3 Month Treasury Bond ETF

iShares TIPS Bond ETF

Stocks tumbled in September, reaching a low for the year on Sept. 23. To borrow a term from legendary guru investor Charlie Munger (Trades, Portfolio), vice chairman of Berkshire Hathaway ( BRK.A , Financial)( BRK.B , Financial), this is a time for “cheerful pessimists.

Defensive ETFs Can Be a Haven in Stormy Markets

I recently had the good fortune to sit down with Corey Hoffstein, co-founder and CIO of Newfound Research, to discuss return stacking and return stacking models, a more unique approach to investing in stocks, bonds, and alternatives that can provide more traditional beta-like returns while also generating alpha from managed futures or other alternatives. Hoffstein [.

Corey Hoffstein on Return Stacking and Managed Futures

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

Looking at where the Nasdaq stands, being both up 2% today but also down 27% YTD, VettaFi's Financial Futurist, Dave Nadig, was on hand on Yahoo Finance's “ETF Report” to discuss how he believes this market evolution will impact ETFs in general. On a general basis, Nadig notes that ETFs have held up wonderfully, as [.

Yahoo Finance: Dave Nadig On Alternative Allocations

NTSX's methodology has soundly trounced the S&P 500 over the last several decades, especially during the 2000s. NTSX is likely best utilized in alpha-seeking strategies that try to capture the returns of a 60/40 portfolio, and then some.

NTSX: This Market-Beating ETF May Not Be Your Best Investment

Horizon Kinetics Inflation Beneficiaries ETF

Simplify Interest Rate Hedge ETF

AXS Astoria Real Assets ETF

The first day of the Exchange conference in Florida closed out with an interesting panel on advisors and ETFs.

Advisors Have Plenty Of Worries, But ETFs Can Help

WisdomTree Continuous Commodity Index Fund

Amplify Inflation Fighter ETF

Amplify Blackswan Growth & Treasury Core ETF

WisdomTree Bloomberg Floating Rate Treasury Fund

Commodity, dividend and risk-focused exchange-traded funds are gaining traction alongside concerns around inflation, ETF Action's Mike Akins says.

'Inflation narrative' has given rise to these specialty ETFs, market analyst says

WisdomTree Japan Hedged Equity Fund

WisdomTree Emerging Markets SmallCap Dividend Fund

WisdomTree Global ex-U.S. Quality Dividend Growth Fund

WisdomTree International Quality Dividend Growth Fund

With money flowing and pivoting within markets as volatility continued in January, many investors sought hedges, havens, and diversification with their investments. The following are the top five ETFs by flows for WisdomTree in the month of January.

The Top 5 Performing WisdomTree ETFs in January

The traditional 60/40 portfolio allocation has worked for years for advisors and investors, but with new pressures on the bond space in the last several months and looking forward, advisors are seeking income opportunities and strategies in a variety of places to keep portfolios afloat. Dave Nadig, CIO and director of research for ETF Trends [.

An Advisor's Guide to Stacking Return Strategies in Low-Return Environments

NTSX is a leveraged balanced equity and treasury index ETF.

NTSX: Excessively Risky Under Current Market Conditions

Quadratic Interest Rate Volatility and Inflation ETF

NEOS Nasdaq-100 Hedged Equity Income ETF

Cambria Tail Risk ETF

Equities offer investors strong long-term returns, but risks are high, as are losses during downturns and recessions. These have become more frequent since the start of the coronavirus pandemic, as the world battles its largest disease outbreak in generations.

5 ETFs To Hedge Your Portfolio Against Downturns And Recessions

The 60/40 portfolio structure had its day in the sun. Actually, it was decades in the sun, but these days, advisors need to offer clients more.

An Efficient Core Idea for International Exposure

In 1996, long before he was a billionaire fund manager, Cliff Asness wrote a well-known paper titled "Why Not 100% Equities?

Return Stacking: Building A Better Portfolio (Part 2, NTSX)

NTSX is a balanced leveraged equity and treasury ETF.

NTSX: Leveraged Equity And Treasury Fund, Strong Returns, Lower Risk

Some exchange traded funds purport to deliver efficient core exposures, but that's a mission the WisdomTree U.S. Efficient Core Fund (NTSX) lives and breathes. Actively managed, NTSX puts a new, more relevant spin on the old 60/40 equity/fixed income split by employing a “90/60 Efficient Core” strategy that features exposure to the 500 largest domestic stocks [.

News for WisdomTree 90/60 US Balanced Fund ETF (NTSX)