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WisdomTree 90/60 US Balanced(NTSX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NTSX
11/13/2026: NTSX (3-star) is currently NOT-A-BUY. Pass it for now.
NTSX provides a capital-efficient 90/60 exposure to US stocks and Treasury bonds, using synthetic leverage to target 150% total exposure within a single ticker. It is a powerful tool for investors looking to optimize capital without managing complex rebalancing or multiple accounts. The primary strength lies in its convenience and potential for enhanced returns; however, investors must be aware that the 1.5x leverage amplifies risk during concurrent stock and bond declines. It is best suited for long-term investors who prioritize efficiency and are comfortable with the volatility associated with a leveraged balanced strategy. Key factors to monitor include interest rate trends and market correlations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The 90% equity component provides significant growth potential coupled with bond-market diversification. |
| Momentum investor | Strong fit while signal remains positive | The fund captures equity momentum well, provided the broader market trend remains constructive. |
| Value investor | Mixed fit | While it holds core equities, the structure is designed for efficiency rather than specific value-factor tilting. |
| Dividend/Income investor | Mixed fit | The fund provides equity dividends, but the fixed-income component is synthetic and not focused on yield generation. |
| Low-risk investor | Weak fit | The use of leverage increases volatility compared to a traditional 60/40 non-leveraged portfolio. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, sophisticated retail investor looking to optimize their core portfolio and seeking to increase efficiency.
Suitability
Best suited for long-term investors who understand the risks of leverage and want a set-it-and-forget-it balanced portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The 150% total exposure amplifies fluctuations during periods of market stress. |
| Market risk | High | Investors are exposed to the full risks of the S&P 500 and interest rate movements. |
| Concentration | Medium | The fund is heavily concentrated in US large-cap equities and US Treasury markets. |
| Tracking/expense | Low | The fund is generally efficient, though futures roll costs can create minor tracking variance. |
| Liquidity | Low | The ETF itself is liquid, though market dislocation could impact underlying futures liquidity. |
| Business/sector quality | Low | The broad US equity index ensures exposure to high-quality market-leading corporations. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
NTSX exhibits higher volatility than a traditional 60/40 portfolio due to its 150% total exposure mandate.
Market Risk
Investors face double-edged exposure: standard equity market risk and interest rate risk embedded in the Treasury futures.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Stock | US Large-Cap Equities (S&P 500) | 90 | This portion provides broad exposure to the largest and most established companies in the US economy. |
| Derivatives | US Treasury Futures (Bond Exposure) | 10 | The fund uses Treasury futures to synthetically achieve 60% bond exposure, providing interest rate and fixed-income market sensitivity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 21.89% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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