Twenty-seven companies passed the initial Shadow Stock screen on October 13, up from 25 last month. Of the qualifying companies, 11 are currently held in the Model Shadow Stock Portfolio, compared to ...

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. In our ...

Whether you're launching a small business, renovating your bathroom, raising kids, or managing your portfolio, everyone can benefit from good models. Models provide real-world examples worthy of ...

BlackRock, the world’s largest asset manager, is incorporating Bitcoin into its $150 billion model-portfolio universe. The ...

A lot of conventional wisdom regarding investing and wealth management has been questioned over the past couple of years. The best example is the traditional 60/40 portfolio. In the last couple of ...

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 ...

Model portfolios make it easier for advisors to deploy a variety of asset classes in efficient fashion, so it's no wonder that these portfolios have long been significant contributors to the growth of ...

Custom asset allocation model portfolios are emerging as a priority for asset manager model providers, according to recent data from Cerulli Associates. Nearly 60 percent of respondents in a recent ...

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 ...

Advisers who are part of Betterment’s network are no longer limited to using the platform’s premade model portfolios. Advisers can now bring their own custom model portfolios to the platform in a move ...

Asset allocation models continue to dominate the space, according to Morningstar. As of March, asset allocation model portfolios that fall in Morningstar's five equity allocation categories accounted ...