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Model Portfolios

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  1. 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.

  2. How Does the Bucket Strategy Work in Practice?

    Equity holdings perform well, while inflation hedges lag.

  3. Big Plans for New EU President Juncker

    Our model portfolio continues to outpace the market.

  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. 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. 

  6. 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, ...

  7. Anatomy of a No-Brainer

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

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

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

  9. An Aggressive Model Portfolio for Pre-Retirees

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

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