In this episode we begin an analysis of NTSX, the WisdomTree 90/60 U.S. Balanced Fund, using David Stein's Ten Questions to Master Investing:

1.  What is it?
2.  Is it an investment, a speculation, or a gamble?
3.  What is the upside?
4.  What is the downside?
5.  Who is on the other side of the trade?
6.  What is the investment vehicle?
7.  What does it take to be successful?
8.  Who is getting a cut?
9.  How does it impact your portfolio?
10.  Should you invest?

Links:  WisdomTree 90/60 Balanced Fund Information Page:  NTSX - WisdomTree 90/60 U.S. Balanced Fund

NTSX Basic Statistics:  wisdomtree-fi-export-statistics-ntsx.pdf

Laminar Capital Management (Andy Cole):  Laminar Capital Management (laminarcm.com)

Support the show