Vanguard has launched a new suite of model portfolios focused on corporate bonds. The model portfolios, the Vanguard Target Maturity Corporate Bond ETFs suite, feature a lineup of 10 index ETFs. The ...

The rise of model portfolios is undeniable. Based on the universe of model portfolios reported to Morningstar, nearly 800 individual model portfolios were launched since 2019. That’s almost one third ...

Vanguard today announced the launch of a new suite of model portfolios constructed using Vanguard Target Maturity Corporate Bond ETFs (TMEs or BondBuilder™ TMEs), a lineup of 10 index ETFs designed to ...

I present a diversified 25-position model portfolio focused on income, blending BDCs, MLPs, CEFs, REITs, and option-income funds for stability and growth. Each security is equally weighted (4%), ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Retirees can use model portfolios to balance income generation and risk management based on their goals and risk profile. They typically include a diverse mix of stocks, bonds and other types of ...

I am updating my DIY Retiree Portfolio Model, which outperformed the 60/40 model in 2024 so far, but could be better. The Standpoint Multi-Asset Fund remains the core at 40%, providing global ...

This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, ...

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

Crypto asset manager Bitwise launched seven model portfolios focused on digital assets. The portfolios, tailored to serve different investor risk preferences, will allow financial advisors to give ...