Episode 61: An Analysis Of NTSX As Suggested By Listeners Brandy And Andy (Part Two)

<p>In this episode we complete our analysis of NTSX, the WisdomTree 90/60 U.S. Balanced Fund, using David Stein&apos;s Ten Questions to Master Investing:<br/><br/>1.  What is it?<br/>2.  Is it an investment, a speculation, or a gamble?<br/>3.  What is the upside?<br/>4.  What is the downside?<br/>5.  Who is on the other side of the trade?<br/>6.  What is the investment vehicle?<br/>7.  What does it take to be successful?<br/>8.  Who is getting a cut?<br/>9.  How does it impact your portfolio?<br/>10.  Should you invest?<br/><br/>Links:  WisdomTree 90/60 Balanced Fund Information Page:  <a href='https://www.wisdomtree.com/etfs/asset-allocation/ntsx'>NTSX - WisdomTree 90/60 U.S. Balanced Fund</a><br/><br/>NTSX Basic Statistics:  <a href='https://www.wisdomtree.com/-/media/us-media-files/documents/resource-library/fund-reports-schedules/statistics/wisdomtree-fi-export-statistics-ntsx.pdf'>wisdomtree-fi-export-statistics-ntsx.pdf</a><br/><br/>Correlation Analysis of NTSX:  <a href='https://www.portfoliovisualizer.com/asset-correlations?s=y&amp;symbols=NTSX%2C+VTI%2C+VIOV%2C+TLT%2C+GLD%2C+REET%2C+PDBC%2C+PFF%2C+TMF&amp;timePeriod=2&amp;tradingDays=60&amp;months=36'>NTSX Asset Correlations</a><br/><br/>Backtest Comparison of Simple NTSX-Based Risk-Parity Style Portfolio:  <a href='https://www.portfoliovisualizer.com/backtest-portfolio?s=y&amp;timePeriod=2&amp;startYear=1985&amp;firstMonth=1&amp;endYear=2021&amp;lastMonth=12&amp;calendarAligned=true&amp;includeYTD=false&amp;initialAmount=10000&amp;annualOperation=0&amp;annualAdjustment=0&amp;inflationAdjusted=true&amp;annualPercentage=0.0&amp;frequency=4&amp;rebalanceType=1&amp;absoluteDeviation=5.0&amp;relativeDeviation=25.0&amp;reinvestDividends=true&amp;showYield=false&amp;showFactors=false&amp;factorModel=3&amp;benchmark=VFINX&amp;portfolioNames=true&amp;portfolioName1=NTSX+with+Gold&amp;portfolioName2=Leveraged+Fund+Analog&amp;portfolioName3=Combination&amp;symbol1=NTSX&amp;allocation1_1=80&amp;allocation1_3=60&amp;symbol2=GLD&amp;allocation2_1=20&amp;allocation2_2