Market rotation into smaller stocks and value stocks is reflected in the performance of the Model Shadow Stock Portfolio.

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 ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

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 ...

My Voyager Portfolio hopes to look at dozens of new stocks in 2026. The first of January is a time when many people start a ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The ...

Susan Dziubinski: You and your colleagues surveyed 30 asset managers about what they plan to add to their model portfolios in the next few years. What was the most popular response? Jason Kephart: ...

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 ...