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.

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