What should advisors know about this evolving strategy? Our inaugural Custom Model Portfolio Landscape report dives into the growing custom model portfolio industry. Discover Morningstar’s top ...

If you invest $10,000 and generate an annualized 8% return for 40 years, for example, your portfolio will grow to $217,245. That doesn't even include additional contributions. Individuals who ...

Download this report now for more on the Modern Portfolio Theory and how Sharpe-optimized, U.S.-focused portfolios can help strike the right balance between risk and reward.

For example, let’s say your portfolio dropped by at least 15% during ... according to a 2022 report from Morningstar. (This research assumed future yearly withdrawals were fixed at the same ...