Tag: ETF Investment portfolio planning

2 ETF Strategies to Keep Up With Rising Rates, Inflation

Alternatively, Peng argued that investors should consider a rising rate hedged strategy like the Advocate Rising Rate Hedge ETF (RRH), an active fund that uses Treasury securities and derivatives should long-term yields increase faster than short-term yields.

The actively managed RRH seeks to achieve its investment objective primarily by investing in a combination of U.S. Treasury securities; forwards, futures, or options on various currencies; long and short positions on the short and long end of the Treasury or swap yield curve via futures, swaps, forwards and other over-the-counter derivatives; long and short positions on equity indexes and/or investment companies, including ETFs; and commodity futures and options

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WisdomTree’s ETFs to Keep in Mind for 2022

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.

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Options-Based Strategies can Diversify Nasdaq Exposure

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.

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4 Ways to Maximize Charitable Giving Impact

One silver lining to come out of the pandemic has been the significant increase in giving to support those impacted the most. According to Giving USA, charitable giving in the U.S. reached a record $471.44 billion in 2020, up 5.1% from 2019. 1 As of June 2021, charitable giving has nudged even higher with a 6.1% increase over the prior 12 months. 2   As the giving season approaches, consider these four ways to maximize your giving power while potentially minimizing your tax liability. 

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Active Bond ETFs to Better Navigate the Fixed Income Markets

Actively managed exchange traded funds may be better suited than traditional indexing in helping investors better diversify in any type of market environment. In the recent webcast, Navigating Fixed Income Markets: Market Update and Outlook , T. Rowe Price’s head of fixed income, Andrew McCormick, outlined the current conditions we are facing with the interest rate cycle beginning to shift gears toward hikes ahead after a year of loose monetary policies helped bring the economy back from the coronavirus pandemic-led fallout.

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As Markets Wobble, Consider an Equal Weight ETF to Diversify

An equal weight exchange traded fund strategy could help offset risk as a sell-off drags on large-cap U.S. stocks. U.S. equities slipped on Tuesday as rising inflationary pressures weighed on the earnings season outlook. “Investors are running around like chickens with their heads cut off,” John Buckingham, portfolio manager at Kovitz, told the Wall Street Journal .

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NTSX: Going to Where the Efficiencies Are

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 and Treasury futures contracts.

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