This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...

John Soutsos explains why he thinks using ETFs as a discretionary portfolio manager is "cheating" With nearly 40 years in the ...

Financial advisers are famously clear about what matters when choosing a model portfolio service (MPS). If you believe the surveys, advisers pick their portfolios with all the clinical precision of ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Ares’ new moderate model allocates around 50% of portfolios to private markets – a figure McCurdy says balances ...

Sundaram Mutual Fund’s model portfolio based on its newly launched Multi-Factor Fund outperformed its benchmark (BSE 200 TRI) 100% of the time when the 3-year and 5-year rolling return periods were ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

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 ...

Rachael has a Bachelor’s degree in mass media from Wilson College, Mumbai and a Master’s degree in English from Pune University. The Capital Asset Pricing Model (CAPM) is a foundational concept in ...