The vast majority of asset management companies today use model portfolios. Model portfolios, which surged to a record $7.7 trillion in assets in early 2025, offer a way for advisors to outsource portfolio construction and rebalancing. The proliferation of model portfolio construction for different client profiles is a growing trend driven by efficiency, scalability, and … Read more
Weekly Market Recap – Week Ending November 28, 2025 Market action during Thanksgiving week delivered a broad-based rebound across U.S. equities. Nearly every ETF in our coverage list finished higher, led by strong gains in small caps (VB +3.64%), consumer discretionary (XLY +3.48%), and materials (XLB +3.33%). Large-cap growth also participated, with QQQM rising 2.31% … Read more
Throughout my career, I’ve heard professional investors assert that index funds are fine for bull markets but in volatile-to-down markets, active management will outperform. SPIVA (S&P vs. Global) published research available from S&P Global has demonstrated that this was not true for actively managed mutual funds for 2022, and less true for the 2020-2022 period. … Read more
This week, we provide top-five ranked VE data for our Basic Materials Sector stocks, take a look at Microsoft $MSFT, and provide a free download link for our stock report on the company. VALUATION WATCH: Overvalued stocks now make up 39.63% of our stocks assigned a valuation and 15.34% of those equities are calculated to … Read more
For today’s bulletin, we take a look at Microsoft $MSFT. We also provide a link to download a FREE STOCK REPORT on the company. VALUATION WATCH: Overvalued stocks now make up 54.8% of our stocks assigned a valuation and 21.94% of those equities are calculated to be overvalued by 20% or more. Twelve sectors are … Read more