Search found 3 matches

by foundrycondition
Mon Jan 23, 2023 10:56 pm
Forum: Investing - Theory, News & General
Topic: Is there a website that lists ETFs by most AUM gained over time periods?
Replies: 2
Views: 355

Re: Is there a website that lists ETFs by most AUM gained over time periods?

ETF.com has a tool that allows you to look up inflow/outflow based on a specified time range and/or tickers. It doesn't show net AUM exactly but you can play around with it
by foundrycondition
Sat Jan 21, 2023 5:15 pm
Forum: Investing - Theory, News & General
Topic: WisdomTree 90/60 US Efficient Core Fund [NTSX] (formerly US Balanced Fund)
Replies: 792
Views: 132426

Re: WisdomTree 90/60 US Efficient Core Fund [NTSX] (formerly US Balanced Fund)

Question for NTSX experts (reposted from a separate post ): I'm considering a significant allocation into NTSX (WisdomTree U.S. Efficient Core Fund). As commenters have discussed, NTSX provides a cost effective of leveraging 1.5x the traditional 60/40 portfolio that has stood the test of time. My understanding is the ETF price movement can be roughly approximated by 90%*S&P + 60%*IntermediateTreasury (or 0.9*SPY + 0.6*VGIT) and this has generally been correct based on my research. What I have a harder time with is the bond coupon component. Say 90% equity exposure to SPY gives you a dividend yield of 1.3% (1.62% *0.9) and that is roughly the NTSX dividend rate. And because NTSX uses futures to get bond exposure, coupons are not paid dir...
by foundrycondition
Thu Jan 19, 2023 2:30 pm
Forum: Investing - Theory, News & General
Topic: Question about NTSX bond returns
Replies: 0
Views: 356

Question about NTSX bond returns

I'm considering a significant allocation into NTSX (WisdomTree U.S. Efficient Core Fund). As commenters have discussed, NTSX provides a cost effective of leveraging 1.5x the traditional 60/40 portfolio that has stood the test of time. My understanding is the ETF price movement can be roughly approximated by 90%*S&P + 60%*IntermediateTreasury (or 0.9*SPY + 0.6*VGIT) and this has generally been correct based on my research. What I have a harder time with is the bond coupon component. Say 90% equity exposure to SPY gives you a dividend yield of 1.3% (1.62% *0.9) and that is roughly the NTSX dividend rate . And because NTSX uses futures to get bond exposure, coupons are not paid directly into ETF dividend, so that leaves equity as the only ...