A few stocks grading highly on the criteria used in each of our eight model stock portfolios present a diversified sample.

The U.S. inflation outlook could reshape investment strategies. My Model Asset Allocation should serve well if the inflation ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific ...

Alongside his leadership of MAS, Schassler also serves as portfolio manager for VanEck’s asset allocation strategies and model portfolios. His expertise lies at the intersection of quantitative ...

They have too many holdings, or they build portfolios that are at odds with their capacity to take risk. To help aid in the process, I’ve created a number of model portfolios for Morningstar readers.

Wayne Duggan has a decade of experience covering breaking market news and providing analysis and commentary related to popular stocks. Wayne is a senior contributor for U.S. News & World Report ...

How much should you own in cash reserve?” An asset allocation model helps investors understand the potential returns from portfolios with varying allocations to stocks and bonds, plus cash.

The world’s largest asset manager is adding to bets on the artificial intelligence within its US model portfolios while ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

Model portfolios have become a key to success for exchange-traded funds. Entry into a model or an allocation shift can send assets surging into individual ETFs, critical for gaining traction in a ...

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 ...