With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which posted a total return of 17.9% for the year after rising just 0.1% during the ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Model portfolios are increasingly using more separate accounts in their lineup while turning away from ESG-related investments, according to an analyst from Cerulli Associates. In a webinar this week ...

The rise of model portfolios is undeniable. Based on the universe of model portfolios reported to Morningstar, nearly 800 individual model portfolios were launched since 2019. That’s almost one third ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Fidelity Investments will now offer alternative investments as options for its custom model portfolios for RIAs and broker/dealers. Fidelity Custom Model Portfolios will allow advisors to combine ...

TD Securities said on Wednesday that it closed a short silver trade after prices hit its exit level at $93.15 an ounce, ...

It’s almost 40 years to the day since Back to the Future hit the silver screen. Readers of a certain age will remember that ...