The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

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 ...

The introduction of the Sustainable Fund Disclosure (SDR) rules has made little difference to how Tatton constructs its ...

She holds a Bachelor of Science in Finance degree from Bridgewater State University and helps develop content strategies. The modern portfolio theory (MPT) is a mathematical investment strategy that’s ...

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 ...

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 ...

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 ...

Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...

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 ...

Vanguard has expanded its suite of model portfolio solutions with the launch of two new dynamic asset allocation fixed income ...

Kotak Institutional Equities expects strong performance across all three major segments of Reliance over the next few ...