In this unbiased Golden Portfolio 10X review 2025, we tried to break down its features, pricing details and more in an easy ...

In a recent commentary authored by Schroders Capital's Mark Gibson, Senior Investment Director ILS, and Christoph Hummel, Head of Analytics, ILS, both ...

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. The ...

iCapital has taken another step in its efforts to infuse model portfolios with private-market exposure. The fintech platform provider has announced the launch of its Growth Model Portfolio, offering ...

The model portfolio focuses on capital appreciation using investment-grade stocks, aiming to outperform the S&P 500 Index. Recent volatility has created opportunities to buy at a value. Stock ...

Since its inception in 1993, the AAII Model Shadow Stock Portfolio has a compound average annual return of 13.1%, versus Vanguard 500 Index’s average annual gain of 10.6% over the same period. The ...

The objective was to create a stream of dividend cash flow that would grow reliably year after year. I’m pleased to report that, despite a few bumps along the way (more on that in a moment), the ...

The 60/40 portfolio strategy—a mix of 60% stocks and 40% bonds—has served investors well for decades. But financial professionals say investors who plan to rebalance their portfolios by year’s end ...

Sabra Health Care REIT is poised for FFO growth and SHOP-driven upside, offering a 6.6% yield with improving payout ratios.

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...