The table below highlights allocation model portfolio series with 100% analyst coverage that earn Morningstar Medalist Ratings of Gold, as of June 2025. It also shows the analyst-assigned People ...

Policymakers shift from fighting inflation to fueling a broader economic upswing. See why I'm doubling down on my cyclical ...

What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.

Trying out one of these three Kiplinger 25 model portfolios, that use our favorite low-cost mutual funds, to reach your investment goals.

Generate $10,000/year with a diversified Model Portfolio. Explore top-tier securities across sectors. Click here for more information on the Model Portfolio.

I began creating sample bucket retirement portfolios—consisting of both traditional mutual funds and exchange-traded funds—in 2012, so they don’t have a sufficiently long track record to ...

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 ...

In this post, we will outline some of the modeling assumptions and techniques of the Solovis Risk tool that enable us to model our clients’ multi-asset class portfolios.

Model portfolios continue to hold a fee advantage against their mutual fund peers.

The Treynor-Black model is a portfolio optimization model that consists of an active portfolio and a passively managed market portfolio.