That’s the approach I’ve taken with these model portfolios. I’ve used medalist funds and ETFs to populate the portfolios, and I’ll swap out any fund that is no longer a medalist.

All three of the sample ESG portfolios come in well below the average asset-weighted fee of moderate-allocation model portfolios; compared with similar asset-allocation mutual funds, it’s not close.

These 12 sample portfolios and brand reviews should help investors and their advisors simplify and sharpen their portfolios, and challenge ETF providers to highlight what they're best at.

We've constructed three portfolios using only funds from the Kiplinger 25, a list of our favorite no-load mutual funds, designed for investors with different goals, time horizons and levels of ...

Elston Consulting has unveiled a suite of sustainable model portfolios. All five of the risk-rated funds are 100% compliant ...

Cerulli’s U.S. Asset Allocation Model Portfolios 2019 study reports that the model portfolio landscape is currently segmented as 12% of advisors using exclusively outsourced model portfolios, 22 ...

4. MODEL PORTFOLIOS PROVIDE BLENDED STRATEGIES TO IMPROVE CUSTOMIZATION Using a model portfolio doesn’t limit you from customizing your approach. In fact, it can help improve the tactical ...

David Schassler: Model portfolios have evolved faster than ever, reshaping the way investors are able to build wealth. A lot of that change has been driven by advancements in technology, the need ...

I began creating sample bucket retirement portfolios—consisting of both traditional mutual funds and exchange-traded funds—in 2012, so they don’t have a sufficiently long track record to ...

The Treynor-Black model aims to optimize portfolio construction based on its Sharpe ratio. Treynor-Black assumes that markets are highly but not perfectly efficient, allowing for some alpha ...

For example, your model might suggest that the average early stage portfolio company should receive an initial investment of $1 million, but you might be limited to $750,000 in a deal that you ...