Investable Benchmark Update (6/13)


THOUSAND OAKS, CA; July 1, 2013 ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through June 2013. Year-to-date (YTD), the eMAC returned 2.7% while the S&P 500 gained 13.7%. Income & Growth fell by -0.8% and Income was down -3.9%.

The investable benchmarks are three passive core portfolios comprised of leading ETFs from Vanguard and iShares. Over the past 10.5 years, the benchmarks returned 8% to 10% annually, or 133% to 164% in total return. These strategic portfolios yield over 2.3% per year with expense ratios under 0.20%.

Investable Benchmarks July 2013

Past performance does not guarantee future results.

The investable benchmarks present tough competition for active management. ETF PM’s growth benchmark is an efficient multi-asset class (eMAC) portfolio based on David Swensen’s recommendation in “Unconventional Success.” Swensen’s performance managing Yale University’s multi-billion dollar endowment fund is leading Wall Street in many respects and his views have significantly broadened the industry’s perception of proper diversification.

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