Model Portfolios

Model Portfolios | September Update

S&P 500 7,686.14 | 10-Year UST Yield 4.75% | August 31, 2026

Sep 1

Model Portfolios | August Update

S&P 500 7489.72 | 10-Year UST Yield 4.74% | August 1, 2026

Aug 1

Model Portfolios | July Update

S&P 500 7499.36 | 10-Year UST Yield 4.46% | June 30th, 2026

Jul 1

Model Portfolios | June Update

S&P 500 7580.06 | 10-Year UST Yield 4.45% | May 31, 2026

May 30

Model Portfolios | May Update

S&P 500 7209.01 | 10-Year UST Yield 4.39% | April 30, 2026

May 1

Model Portfolios | April Update

S&P 500 6528.52 | 10-Year UST Yield 4.31% | March 31, 2026

Apr 1

Model Portfolios | March Update

S&P 500 6878.88 | 10-Year UST Yield 3.95% | March 1, 2026

Feb 28

Model Portfolios | February Update

S&P 500 6939.03 | 10-Year UST Yield 4.24% | January 31, 2026

Jan 31

Model Portfolios | January Update

S&P 500 6845.50 | 10-Year UST Yield 4.17% | January 1, 2026

Jan 1

Model Portfolios | December Update

S&P 500 6849.09 | 10-Year UST Yield 4.02% | November 30, 2025

Dec 1, 2025

Model Portfolios | November Update

S&P 500 6840.20 | 10-Year UST Yield 4.08% | November 1, 2025

Nov 1, 2025

Model Portfolios | October Update

S&P 500 6688.46 | 10-Year UST Yield 4.15% | September 30, 2025

Oct 1, 2025

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