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Model Portfolios

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  1. 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, ...

  2. This Portfolio Beat Its Category by a Comfortable Margin

    Despite high levels of volatility since its October inception, our Strategic Income Portfolio edged out its benchmark, but we are making some portfolio adjustments. 

  3. An Aggressive Tax-Efficient Portfolio for Retirees

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

  4. Strategic Income Portfolio Quarterly Update

    We look at the past three months and make some portfolio adjustments.

  5. Anatomy of a No-Brainer

    Scott Simon of Prudent Investor Advisors argues the case for plan sponsors hiring a 3(38) fiduciary.

  6. Will Last Year’s Winners Be This Year’s Losers?

    Our picks from the ideas of some of the best investment minds around.

  7. An Aggressive Model Portfolio for Pre-Retirees

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

  8. A Moderate Model Portfolio for Retirees

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

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