Portfolio Planning

The WisdomTree Model Portfolio line includes broad strategic, outcome-focused and collaborations across various investment styles like core equity, fixed-income, strategic multi-asset allocations, disruptive growth, and global dividend, among others.

Looking ahead, Welch noted that their strategies adhere to WisdomTree’s primary investment themes for 2022, including rising rates, improving core allocations, and the new value cycle.

While the Nasdaq-100 has helped investors capture growth opportunities over the years, it did not come without its bumps along the way. Consequently, Rohan Reddy, research analyst at Global X ETFs, highlighted ETFs that offer investors exposure to options strategies that are becoming increasingly popular, including covered-call ETFs, buffer ETFs, and tail risk-hedged ETFs.