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Model Portfolios

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  1. 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 share of foreign equities

  2. 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

  3. 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.

  4. 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
  5. 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

  6. Big Plans for New EU President Juncker

    Headlines

    Thu, 28 Aug 2014

    here at Morningstar. I've included two tables below. The first is the group of managers I follow in running this model portfolio . In the second table, I've included the 12 most popular names for these funds' combined holdings, the number

  7. New Model Portfolios for the Third Quarter 2014

    Headlines

    Tue, 15 Jul 2014

    Each calendar quarter, Mutual Fund/ETF Research Newsletter publishes an updated Model Portfolio for fund/ETF investors. The recommendations provided are our choices for funds that should serve investors well over the next

  8. Is there a good program for making test porfolios?

    Commentary

    Mon, 14 Jul 2014

    I am frustrated every time I try to set up a model portfolio with mutual funds/ETFs. I am looking for something quick and easy. What I want to check -- and it doesn't have to be exact

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

    Headlines

    Fri, 13 Jun 2014

    understand the outcome and expectation of the portfolio rules as well as the model/algorithm? What is the solution the model , portfolio rules, and overall strategy are trying to solve? How do those rules move capital towards that solution? The concept

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

    Headlines

    Thu, 3 Apr 2014

    to Morningstar's research. I've renamed this model portfolio The Ultimate Stock-Picker's Portfolio, and I ..... Performance In the table below, I've listed my initial model portfolio , as well as the performance of this portfolio since

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