Interactive Advisors · investment strategy
by Interactive Advisors
This strategy provides exposure to a diversified allocation of stocks and bonds using ETFs. It seeks to maximize potential for income while balancing capital growth on behalf of investors by overweighting bond securities relative to equities. The strategy incorporates both WisdomTree and non-WisdomTree equity and fixed income ETFs. For performance purposes, this strategy will be benchmarked to a 20/80 combination of a broad-based global equity index and a US aggregate bond index, respectively.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“by overweighting bond securities relative to equities”
“Set by WisdomTree model”
“Trading decisions in this portfolio are based exclusively upon the quarterly rebalance data provided by WisdomTree”
“the quarterly rebalance data provided by WisdomTree”
“Almost entirely WisdomTree ETFs”
“The strategy incorporates both WisdomTree and non-WisdomTree equity and fixed income ETFs”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.68 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.35 (90%: 0.31 to 0.39)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Income / dividends label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
3 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
0.10% annual; none remitted to WisdomTree (it earns ETF expense ratios)
Conflict: WisdomTree has an incentive to favor its own, possibly higher-cost ETFs. WisdomTree has no discretion over client accounts.
This strategy provides exposure to a diversified allocation of stocks and bonds using ETFs. It seeks to maximize potential for income while balancing capital growth on behalf of investors by overweighting bond securities relative to equities. The strategy incorporates both WisdomTree and non-WisdomTree equity and fixed income ETFs. For performance purposes, this strategy will be benchmarked to a 20/80 combination of a broad-based global equity index and a US aggregate bond index, respectively.
WisdomTree Asset Management, Inc. (“WisdomTree”) launched its first Exchange Traded Funds (ETFs) in June of 2006, and is currently one of the largest Exchange Traded Product (ETP) sponsors globally. WisdomTree offers Exchange Traded Products (ETPs) covering domestic, international and global equities, fixed income, currencies, commodities and alternative strategies. WisdomTree pioneered the concept of fundamentally weighted ETFs and active ETFs and is currently an industry leader in both categories (as measured by assets under management). WisdomTree is the only publicly traded asset manager exclusively focused on the ETP industry. WisdomTree is listed on the NASDAQ Global Market under the ticker: WETF.
Cautious capital growth with a lower risk than broad equity markets. Investing mostly in ETFs, funds and large-cap equities and prepared to accept some level of fluctuation in portfolio value.
Trading decisions in this portfolio are based exclusively upon the quarterly rebalance data provided by WisdomTree to Interactive Advisors pursuant to a licensing agreement.
Every value on file, each labelled with its calculation basis and as-of date.
| Composition (ETFs / Stocks / Mixed) | ETFS | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Bond ETFs, Diversified, Equity ETFs | 2026-10-09 |
| Rebalancing (methodology text) | Per WisdomTree's periodic reweighting/reallocation |
| Management / advisory fee | 0.10% | 2026-10-09 | |
| Minimum investment | $100 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: WisdomTree ETF Model Portfolios (Interactive Advisors) · covers: 4 · source_key: interactive_advisors|7 · original_name: WisdomTree ETF Portfolios (4; URL slugs: wisdomtree-aggressive, wisdomtree-endowment-moderately-aggressive, wisdomtree-conservative, wisdomtree-moderate) |
| Benchmark (methodology text) | For performance purposes, this strategy will be benchmarked to a 20/80 combination of a broad-based global equity index and a US aggregate bond index, respectively. | 2026-10-09 |
| Annualized return since inception (Lighthorse, daily, live) | 3.79% | 2026-10-16 | |
| Calendar-year returns (live account) | 2021: 2.6% · 2022: -11.5% · 2023: 8.3% · 2024: 3.1% · 2025: 8.7% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 3.80% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 27.40% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 1.47% | 2026-10-16 | |
| Return, last 30 days (live account) | -1.90% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 1.84% | 2026-10-16 | |
| Return, last 365 days (live account) | 2.10% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 10.30% | 2026-10-09 | |
| Return, last 90 days (live account) | -2.00% | 2026-10-09 | |
| Return, year to date (live account) | 1.50% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.81 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -15.72% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -4.16% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -4.20% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.14 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | -0.32 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | -0.34 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | -0.45 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | -0.50 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -1.30% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 5.61% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 5.54% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 5.70% | 2026-10-09 |
| Risk label (Interactive Advisors) | Cautious | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 1 | 2026-10-09 | |
| Risk score description | Cautious capital growth with a lower risk than broad equity markets. Investing mostly in ETFs, funds and large-cap equities and prepared to accept some level of fluctuation in portfolio value. | 2026-10-09 |
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Composer Technologies · Composer
