The portfolio is meant to capture the attention of clients by demonstrating experience, versatility, and specific handy talents. Making a hand modeling portfolio is a matter of getting your hands ...

Many of these relationships are especially evident when building a model portfolio, because making and refining this model reduces aspects of your strategy to mathematical assumptions. As a result ...

Our model portfolio splits the difference ... total-return” and “opportunistic” approaches will generally make the most sense for retirees wishing to employ a bucket strategy.

you’ll need a modeling portfolio (also known as a “book”). To create your portfolio, start with a headshot. These can be can be taken from the waist up, or show just your head and shoulders.

The portfolio holdings all earn Morningstar Medalist ratings from our analyst team. My key goal with these model portfolios is to depict sound asset-allocation and portfolio-management principles ...

Using a model portfolio doesn’t limit you from customizing your approach. In fact, it can help improve the tactical decisions you need to make when working with clients. With blended strategies ...