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
This week, we provide top-five ranked VE data for our Finance Sector stocks. We take a look at our latest data on Cisco Systems $CSCO and provide a free download link for our stock report on the company. VALUATION WATCH: Overvalued stocks now make up 55.58% of our stocks assigned a valuation and 21.79% of … Read more