I present a model portfolio of established, profitable, dividend-paying stocks and ETFs designed to outperform the S&P 500 through capital appreciation. My selection criteria focus on positive ...

The following model stock portfolio is focused on capital appreciation using institutional quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...

Kotak Institutional Equities expects strong performance across all three major segments of Reliance over the next few ...

Update (March 11 at 18:39 UTC): This article has been updated to include a statement from BlackRock. BlackRock, a global investment firm with $11.5 trillion in assets under management, has added its ...

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 ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar. Third-party model portfolios ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks 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 ...

The model Yield Hog Dividend Growth Portfolio posted a total return, including dividends, of 0.9 per cent in October, finishing the month with a value of $210,133. That represents a total return of ...

Capital Group, the world’s largest active asset manager, is entering the growing market for model portfolios built entirely with actively managed exchange-traded funds. The Los Angeles-based firm, ...

Microsoft is advancing small language models (SLM), introducing Phi-4-multimodal and Phi-4-mini after the Phi-4 open-source model's 2024 release. These are tailored for low-computing environments and ...