ETF PM reports performance for three passive core 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 Success” and 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.
Asset Allocation & Performance
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.