A model portfolio can be one of the most important tools in venture capital. To the extent that investors have a financial plan for how to deploy and then harvest capital, it’s contained in this ...

In our recently published 2022 Model Portfolio Landscape, we review the assets following models, the increasing breadth of offerings available, the advantages models provide, and highlight ...

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

Many investors find it intimidating to go through the process of building their own investment portfolio from scratch. That’s why many financial advisors offer their clients model portfolios ...

What is a model portfolio and should you consider them? Adviser Keith Whitcomb explains how this growing trend may be the right fit for you.

Advantages of Investing in a Model Portfolio Should you use a model portfolio? There are several advantages to investing in a model portfolio.

The Model Portfolio: A Closer Look Model portfolios, created by asset managers and investment strategists, are third-party investment recommendations composed of stocks, bonds and funds.

The traditional 60/40 portfolio may not perform as well in the future. Read why there is a need for diversification and exposure to assets like commodities.

Morningstar defines "model portfolio" as an investment blueprint that advisors can follow and implement on behalf of their clients.

The portfolio gained 3.3 per cent during the month to finish at $199,174.67. Since the portfolio was launched with $100,000 of virtual cash on Oct. 1, 2017, it has posted a total return, including ...

The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020.