This series of model portfolios from Morningstar’s director of ... and the diversification of their tax-sheltered portfolios. For example, a 50-year-old who is ... Christine Benz Jun 16 ...

I’ve developed several tax-efficient model portfolios that you can use as you set your ... a liquidity bucket for one to two years’ worth of portfolio ... 2022 was one such recent example.

The model portfolio aims to generate $10,000 annually with a $106,231 investment, averaging a 9.42% yield. ... For example, the 5-year dividend growth rate is 11.44%, ...

The performance of a number of model portfolios that leverage the bucket strategy recently was put under a ... a 60% U.S. equity/40% bond portfolio would be down about 16% for the year to date ...

Broadridge Financial Solutions has sized the U.S model portfolio market at $6.9 trillion as of Sept. 30, with roughly 52% of assets in ETFs, up from 48.7% at the end of 2022, and expects the U.S ...

Assets in model portfolios — which bundle together ETFs and mutual funds into ready-made strategies — reached $6.9 trillion by the third quarter of 2024, up from $5.1 trillion in 2023, latest ...

The world’s biggest asset manager is finally allowing Bitcoin into its $150 billion model-portfolio universe. BlackRock Inc. is adding a 1% to 2% allocation to the $48 billion iShares Bitcoin ...

Larger advisory practices will likely adopt the use of model portfolios for smaller client accounts with lower assets to allow advisers to spend more time focused on high-net-worth and ...

Vanguard Fixed Income Total Return model portfolio is designed for advisors and clients seeking wealth accumulation and risk diversification from the fixed income sleeve of their portfolio. This ...

Model portfolios over the past five years have grown at a compound annual growth rate of 10.9% to £279bn with its share of adviser platform assets rising from 45% to 50%.

According to a separate report published by Broadridge in September, model portfolio assets accounted for 31 percent of the $21.1 trillion in intermediary-managed assets as of Q2 this year, with a ...