In Plus Episode 337, we review investment conditions as of early April 2021. We analyze valuations for small cap equity, including for the WisdomTree Small Cap Quality Dividend Growth ETF (DGRS) and for the WisdomTree Small Cap Dividend ETF (DFJ). Finally, we consider why TIPS ETFs have had a negative return year-to-date and how to evaluate them. … [Read more...]
301 Plus: June 2020 Investment Conditions and Model Portfolio Changes
In Plus episode 301, we review investment conditions as of early June and discuss the recent changes to the model portfolios to increase risk. … [Read more...]