A Framework for Evaluating Income-Oriented Model Portfolios
The search for consistent income without courting higher volatility has gotten harder over the past decade. Safe-haven investments, like bonds, offer a fraction of the income they did prior to the 2007-09 global financial crisis.
To reduce volatility, asset-allocation managers have been combining multiple higher-yielding asset classes into a single portfolio. In this report, we analyze income-oriented model portfolios' risk management, income reliability, and share our top picks.