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 diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

According to Morningstar’s 2024 Model Portfolio Landscape, model portfolios have grown by 48% over the past two years. With assets already exceeding $4 trillion and poised to double to $9 trillion in ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

Canadian Imperial Bank of Commerce (CM) hiked its dividend by 10.3 per cent, Royal Bank (RY) by 6 per cent, Toronto-Dominion ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

That was one of the pieces of feedback from my recent article about short- and intermediate-term portfolios, which mainly leaned on Fidelity funds for their fixed-income holdings. But Vanguard also ...

Fidelity Investments has expanded its model portfolio lineup for wealth management firms with the launch of two all-ETF model portfolio suites. The Fidelity Target Allocation ETF Model Portfolios and ...

According to a Natixis Investment Management survey of fund selectors globally, self-reported use of third-party managers grew from 11 percent in 2021 to 24 percent in 2023. This was partly due to the ...