Investable Benchmarks

ETF PM reports performance for three investable benchmark portfolios comprised of leading ETFs from Vanguard and iShares: Income, Income & Growth, and Growth. These strategic indexing solutions present an important starting point for all investors.

Growth Benchmark (eMAC)

We based this efficient multi-asset class (eMAC) portfolio on David Swensen’s recommendation in Unconventional Successand his revisions. 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.

Income Benchmarks

ETF PM was responsible for the asset allocation of the income portfolios, and we had full discretionary authority over the selection of investments.

Asset Allocation & Performance

We show the performance of our three investable benchmarks versus the S&P 500 (SPY) and Long-Term Treasuries (TLT). The asset allocation and performance data are shown in our performance summaries and presentations.

To improve diversification and reduce risk, we also provide active absolute return strategies.

The investable benchmarks provide a range of strategic core portfolios. See our disclosures for additional information.

© 2013 ETF Portfolio Management, LLC

ETF Portfolio Management, LLC
350 Via Las Brisas, Suite 270
Newbury Park, CA 91320
Phone: (866) 409-5844 Toll-Free
Fax: (805) 480-1111

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