For an emerging-markets play, this WisdomTree ETF is a good choice. It has assets of $2.2 billion, a fat yield of 4.5%, and a tilt toward Brazil and Taiwan. Long deemed too risky, such newer markets boast an advantage, says Lydon: better balance sheets than developed countries. For the past three years, the fund is up an annualized 22.1%, vs. 7.0% for its benchmark index. But expect volatility: The ETF has fallen 8.4% in the past 12 months.
Reliability and income matter more than ever. These undervalued names offer stability.
