Jul 17, 2025 · The table below highlights allocation model portfolio series with 100% analyst coverage that earn Morningstar Medalist Ratings of Gold, as of June 2025.

Learn how to build diversified portfolios that match your risk tolerance and investment goals. Building an investment portfolio starts with choosing the right mix of assets based on your goals, timeline, and …

Schwab Model Portfolios are designed to be straightforward, transparent and easy to understand. Leveraging our ABC asset allocation framework, they use a behavior-based approach to encourage …

Jun 23, 2022 · In this blog post, we will discuss the different types of portfolio allocation models and provide some tips on how to choose the right one for your needs. We will also talk about asset …

Review the historical asset allocations of a selection of BlackRock model portfolios. BlackRock's suite of model portfolios are built to navigate changing markets. We take a disciplined approach to portfolio …

Our best thinking, from asset allocation to fund selection, manifests in our series of Flagship model portfolios. Whether seeking an aggressive solution or working with an ultra-conservative investor, we …

You can also use the American Funds asset allocation models as a guide when choosing your investments. This collection of sample portfolios was designed for investors based on their retirement …

Sep 2, 2025 · At their core, model portfolios are pre-designed investment plans that spread money across various assets. Think of them as a framework for building a diversified portfolio designed to …

May 12, 2025 · First pick an allocation approach to learn the theory. Then model how sample portfolios might perform over time. Illustrative only. Projections are hypothetical and don't guarantee future …

Help your clients reach their goals with our Target Allocation Models, diversified portfolios targeting allocations across a range of risk levels. These models can provide your clients a low-cost …