Include fixed-income assets like bonds to lower volatility and reduce risk in your portfolio. Add real estate through REITs to potentially increase returns and further reduce portfolio volatility.
This and many other reasons are why model portfolios are gaining traction, with advisors seeking structured investment solutions using various portfolio allocation models. Advisors now face the ...
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For the majority of our courses, we'll ask you to digitally submit a portfolio as part of the application process. We've created specific portfolio guidelines for each of our courses, you can take a ...