Retirees should consider both income and capital preservation in their portfolios. My recommended portfolio is designed to minimize volatility and maximize total return. The recommended portfolio for ...

My preferred strategy is to establish positions in high conviction growth and turnaround stocks. Minimum position size for the portfolio is 2.5% (reserved for starter buys and speculative stocks).

That was one of the pieces of feedback from my recent article about short- and intermediate-term portfolios, which mainly leaned on Fidelity funds for their fixed-income holdings. But Vanguard also ...

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 preferences of ...

That old Wall Street saying refers to talking up one’s own holdings. The practice is common, if a little crass. I try to refrain from touting my own holdings too much. Still, readers often ask, “Well, ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as of ...

In November, Dynasty Financial Partners, the St. Petersburg, Fla.-based support platform for registered investment advisors, rolled out Model Select, a model portfolio program for its network of ...