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Model Portfolios

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  1. How to Use Morningstar's Retirement Portfolios

    Savers and retirees alike can turn to our portfolios for ideas about asset allocation, benchmarking, and specific investments, says Christine Benz.

  2. A Deep-Value Quantitative Hedge Fund Strategy

    A look at finance professor Wesley Gray's new exchange-traded fund.

  3. Two Different Business Models, Two Different Outcomes for Investors

    The motivations under the non-fiduciary and fiduciary business models are vastly different, which results in the recommendation of quite different financial products for clients, writes Scott Simon of Prudent Investor Advisors.

  4. An Aggressive Tax-Efficient Portfolio for Retirees

    Here is a model portfolio for younger retirees, pre-retirees, or those with other income sources.

  5. An Aggressive Model Portfolio for Pre-Retirees

    See what we recommend for those with a higher risk capacity.

  6. A Moderate Model Portfolio for Retirees

    This group of funds offers a balance of total return and stability.

  7. Retirement Bucket Portfolios Made Simple

    A bucket approach to retirement investing can be both sensible and streamlined with these tips from Morningstar's Christine Benz.

  8. How Does the Bucket Strategy Work in Practice?

    Equity holdings perform well, while inflation hedges lag.

  9. Newfound Research LLC: The Best Questions You’re Not Asking An ETF Strategist

    Andrew Gogerty Vice President, Investment Strategies The growing popularity of ETF investing has led to a rapid expansion of ETF managed portfolio strategies available to the advisor and intermediary marketplace. Morningstar’s first ETF Managed Portfolio Landscape Report, released in January 2011, ...

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