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Upturn AI SWOT - About
WisdomTree 90/60 US Balanced (NTSX)
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Upturn Advisory Summary
02/13/2025: NTSX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 3.55% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/13/2025 |
Key Highlights
Volume (30-day avg) 103928 | Beta 1.42 | 52 Weeks Range 39.25 - 49.04 | Updated Date 04/1/2025 |
52 Weeks Range 39.25 - 49.04 | Updated Date 04/1/2025 |
Upturn AI SWOT
WisdomTree 90/60 US Balanced
ETF Overview
Overview
The WisdomTree 90/60 U.S. Balanced Fund (NTSX) offers exposure to a balanced portfolio of 90% U.S. equity market and 60% U.S. Treasury futures for capital appreciation and income.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its innovative, rules-based indexing strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in asset allocation and quantitative investment strategies.
Investment Objective
Goal
To achieve a risk-adjusted return profile similar to a 60/40 stock/bond portfolio but with potentially higher returns through the use of leverage.
Investment Approach and Strategy
Strategy: The fund uses a '90/60' strategy, allocating 90% of its assets to U.S. equities and 60% to U.S. Treasury futures contracts, effectively employing leverage.
Composition The ETF holds U.S. equities represented by companies included in the S&P 500 and U.S. Treasury futures.
Market Position
Market Share: Relatively small compared to broad market ETFs or traditional balanced funds.
Total Net Assets (AUM): 1180000000
Competitors
Key Competitors
- AOA
- AOR
- AOM
- VBINX
Competitive Landscape
The ETF market for balanced funds is highly competitive. NTSX differentiates itself with its 90/60 leveraged approach, offering potentially higher returns but also higher risk. Competitors like AOA and AOR offer simpler, less leveraged approaches.
Financial Performance
Historical Performance: Historical performance varies based on market conditions. The leveraged nature of NTSX can amplify both gains and losses.
Benchmark Comparison: The ETF aims to outperform a traditional 60/40 portfolio but may underperform during periods of significant market downturn.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, sufficient for most investors but lower compared to larger, more established ETFs.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the fund's liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and equity market performance significantly impact NTSX's returns. The leveraged aspect of the fund makes it more sensitive to market fluctuations.
Growth Trajectory
Growth depends on continued investor interest in its unique balanced approach. Changes to strategy and holdings will depend on rebalancing to keep the desired exposure.
Moat and Competitive Advantages
Competitive Edge
NTSX's competitive advantage lies in its unique 90/60 strategy that allows investors to gain greater equity exposure with a smaller capital outlay, potentially boosting returns, while maintaining some level of fixed income exposure. This differentiates it from traditional balanced funds with static asset allocations. It is best suited for investors willing to accept higher volatility for potential higher returns.
Risk Analysis
Volatility
NTSX exhibits higher volatility than traditional balanced funds due to its leveraged exposure to equities and U.S. Treasury futures.
Market Risk
The primary risks include market risk (equity and bond market fluctuations) and leverage risk (amplified gains and losses). Changes to interest rates may negatively affect fixed income returns.
Investor Profile
Ideal Investor Profile
Investors who understand and are comfortable with leverage, seek potentially higher returns than traditional balanced funds, and have a moderate to high risk tolerance.
Market Risk
NTSX may be suitable for long-term investors with a higher risk appetite seeking to enhance portfolio returns, but not suitable for risk-averse investors.
Summary
WisdomTree 90/60 U.S. Balanced (NTSX) offers a leveraged approach to a balanced portfolio, seeking to outperform traditional 60/40 allocations. Its unique 90/60 strategy provides increased equity exposure, potentially boosting returns but also increasing risk. Investors should be aware of the heightened volatility and market sensitivity associated with leverage. The fund suits investors comfortable with higher risk seeking enhanced returns over the long term.
Similar Companies
- AOA
- AOR
- AOM
- VBINX
- VTIN
- SCHG
- SCHD
Sources and Disclaimers
Data Sources:
- WisdomTree
- Morningstar
- Yahoo Finance
Disclaimers:
This data is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your individual financial circumstances and risk tolerance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree 90/60 US Balanced
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.
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