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Model Portfolios

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  1. U.S. funds raise equity allocation, cut euro zone assets: Reuters poll

    Headlines

    Fri, 29 May 2015

    (Reuters) - U.S. fund managers recommended increasing equity exposure in a model portfolio in May, a Reuters poll showed, raising allocations in mainly North American and British shares at the expense of those in the euro zone.

  2. When Dividend Yield Isn't Enough

    Video Reports

    Fri, 17 Apr 2015

    also our director of equity-income strategy. He recently sold AT&T (T) and purchased Verizon (VZ) in his model portfolio . We're going to talk about why he made that swap. Josh, thanks for joining me. Josh Peters: Good to be here

    model portfolio found at 0:13

    strategy. He recently sold AT&T (T) and purchased Verizon (VZ) in his model portfolio . We're going to talk about why he made that swap. Josh, thanks for joining me. Josh Peters: Good to be here, Jeremy.
  3. Trends: Dangerous Illusion

    Headlines

    Tue, 14 Apr 2015

    bonds; 15% intermediate-term bonds; 7.5% gold; and 7.5% commodities. In this case, Dalio constructed his model portfolio by looking at historical trends, not just the past few months. No matter. As the phrase goes, past performance

  4. Morningstar's Dividend Playbook

    Video Reports

    Fri, 10 Apr 2015

    DividendInvestor . I am the manager of its model portfolio , as well as the founding editor ..... we've actually received. Our model portfolio is built with real money that ..... yield. With our strategy, our model portfolio , we're looking for 4%. We're

    model portfolio found at 1:25, 1:59

    of an overview of DividendInvestor . I am the manager of its model portfolio , as well as the founding editor of the newsletter itself. In January of this year, we celebrated our 10-year anniversary. I'm very
    of my favorite statistics is how many dividends we've actually received. Our model portfolio is built with real money that Morningstar had deposited into a brokerage account many, many years ago. And every time we make
  5. How to Use Morningstar's Retirement Portfolios

    Video Reports

    Fri, 30 Jan 2015

    could also look at this as maybe a separate benchmark portfolio for performance purposes as well--how did this model portfolio perform versus the portfolio that you have? Benz: I think that's a perfectly reasonable way to use the portfolios

    model portfolio found at 6:54

    maybe a separate benchmark portfolio for performance purposes as well--how did this model portfolio perform versus the portfolio that you have? Benz: I think that's a perfectly reasonable way to use the portfolios. We haven't tried
  6. Bank of Japan’s ‘Audacious’ Easing Confronts Deflation, Boosts Balance Sheet

    Headlines

    Thu, 20 Nov 2014

    127 trillion in assets, detailed much-awaited plans to change its asset allocation (see Figure 3). Their new model portfolio will have a much smaller than expected share of domestic bonds (35%) and a much larger than expected

  7. Starting my daughter out as a Boglehead

    Commentary

    Tue, 11 Nov 2014

    about 5 years ago, and I've been investing about one-third of my 401k into them. I've also been tracking a model portfolio of index funds, with allocations similar to my mix of managed funds, to keep myself honest for years. This experience

  8. Merriman's portfolio choices ??

    Commentary

    Thu, 18 Sep 2014

    2000 Value Index, small cap value VEA FTSE Developed Markets, international developed mkt stocks in Merriman's model portfolio and wondering if these are the best choices in their categories. Thanks for sharing.

  9. Retirement Bucket Portfolios Made Simple

    Video Reports

    Tue, 9 Sep 2014

    get away with as few as three or four individual holdings. You might not have all of the nuances that I have in my model portfolio ; so, you might be missing out on, say, inflation-protected bonds, or emerging markets or aggressive bond types

    model portfolio found at 4:23

    might not have all of the nuances that I have in my model portfolio ; so, you might be missing out on, say, inflation-protected bonds, or emerging markets or aggressive bond types that hold junk bonds, for
  10. How Does the Bucket Strategy Work in Practice?

    Headlines

    Mon, 8 Sep 2014

    inflation hedges, so we added to our positions in those holdings. (Note that the two inflation-fighting funds in our model portfolio , Harbor Real Return and Harbor Commodity Real Return, weren't around in 2000, so we used PIMCO Real Return and

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