I present a model portfolio of established, profitable, dividend-paying stocks and ETFs designed to outperform the S&P 500 through capital appreciation. My selection criteria focus on positive ...
Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...
The best stocks in this model portfolio are generally industry leaders and strong from a fundamental and technical perspective.
Following a recipe from a trusted chef is a great way to step up your home cooking game. It provides a set of instructions and recommended ingredients, but there’s still room to add your own flair (go ...
Heading into the last half of the year, I have turned slightly more bullish in light of expected interest rate cuts, the market pricing in the "One Big Beautiful Bill," solid earnings thus far in the ...
VALLEY FORGE, PA — Vanguard has expanded its suite of model portfolio solutions with the launch of two new dynamic asset allocation fixed income models designed for financial advisors. The ...
With 2026 off to a strong start, investors may wonder whether the adage “As goes January, so goes the year” will again hold true for the Model Shadow Stock Portfolio.
BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions, today ...