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 ...

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 ...

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 ...

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 ...

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 ...

Just one in 10 advisers currently use a model marketplace to access third-party portfolio strategies, based on a survey from the data analytics firm YCharts that queried 319 advisers in June and July.

So here, with issues over-simplified and corners cut, is your dummies' guide to portfolio management. The first thing to understand about the portfolio model is that nobody anywhere knows exactly ...