Bond yields, an approximation for annualized ... We’ve also included model portfolios, built by Elya Schwartzman at fund firm BondBloxx, as an example of how the pros might enhance yield or ...

This is another thing to keep in mind when modifying the portfolio to include riskier areas of the market like growth stocks or high-yield bonds. Morningstar’s Guide to Customizing a Model ...

Include fixed-income assets like bonds to lower volatility and reduce ... historical risk-return data on a variety of portfolio allocation models: Data source: Vanguard. Return data from 1926 ...

In this video, Marco from Whiteboard Finance breaks down different portfolio allocation models and their historical returns. He reviews Vanguard’s allocation models, analyzing the performance of ...

Research finds mechanical shifts in exposures have given an edge to hedge funds and other speculators, leading to steep costs ...

In order to get adequate diversification, it's a good idea to spread the bond portion of your portfolio among various Treasury bonds, high-grade corporate bonds and, if you're in a high tax ...

Bond ETFs make a range of bond portfolios available to all investors. Index-based bond ETFs usually have low expense ratios. Bond ETFs can comprise 10% or more of your portfolio, depending on your ...

Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

As Netflix analyzes viewer choices, these models analyze the market to generate ... finds value for clients by creating carefully curated bond portfolios. It’s not easy. To fulfill some ...

Fintel reports that on February 7, 2025, Keefe, Bruyette & Woods downgraded their outlook for American Financial Group, Inc. - Corporate Bond (NYSE:AFGE) from Outperform to Market Perform. Analyst ...