The following model stock portfolio is focused on capital appreciation using institutional quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...

I present a model portfolio of established, profitable, dividend-paying stocks and ETFs designed to outperform the S&P 500 through capital appreciation. My selection criteria focus on positive ...

Key Takeaways The 60/40 portfolio no longer reflects modern market dynamics, according to José Minaya of BNY.A better model is a 50/30/20 portfolio that balances equities, bonds, and alternatives, he ...

Update (March 11 at 18:39 UTC): This article has been updated to include a statement from BlackRock. BlackRock, a global investment firm with $11.5 trillion in assets under management, has added its ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

The objective was to create a stream of dividend cash flow that would grow reliably year after year. I’m pleased to report ...

Capital Group, the world’s largest active asset manager, is entering the growing market for model portfolios built entirely with actively managed exchange-traded funds. The Los Angeles-based firm, ...

The model Yield Hog Dividend Growth Portfolio posted a total return, including dividends, of 0.9 per cent in October, finishing the month with a value of $210,133. That represents a total return of ...