ETF PM reports performance for a dynamic range of strategically diversified investment portfolios. These efficient core indexing solutions present an important starting point for all investors.
Past performance does not guarantee future results. Worst Year data since 2000.
Performance & Asset Allocation
We show the performance and asset allocation of our investable benchmarks above versus the S&P 500 (SPY) and Long-Term Treasuries (TLT). The leveraged versions are included to highlight the opportunity in using leverage prudently.
Investors should also consider the regulatory issues and misunderstandings about leveraged ETFs.
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 or additional information.