To help aid in the process, I’ve created a number of model portfolios for Morningstar.com readers. These sample portfolios are designed to depict sensible asset allocations for investors at ...

This series of model portfolios from Morningstar’s director of personal finance and retirement planning Christine Benz can help investors reach their financial goals.

For example, suppose Portfolio A has an expected return of 8.5% and a standard deviation of 8%. ... How Do Regular Investors Apply Modern Portfolio Theory in Their Personal Investment Strategy?

I also own growth stocks such as Meta, Netflix and Tesla, for example. ... In this article, I will present you with the 10 largest positions of my personal investment portfolio.

TORONTO, ON--(Marketwired - June 27, 2017) - Sentry Investments ("Sentry") is pleased to announce the launch of Sentry Defensive Income Portfolio (the "Portfolio"), a new addition to the Sentry ...