ETF PM reports the performance and asset allocation for the investable benchmarks, an efficient range of strategically diversified investment portfolios. These dynamic indexing solutions present an important starting point for all investors, both with and without leverage.
Note, Income and Tech 3x is our latest addition.
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). We also compare their performance to the growth ETF portfolios recommended by Warren Buffett and David Swensen.
The leveraged versions are included to highlight the opportunity in using leverage prudently. Still, investors must be mindful of the risks, regulatory issues, and misunderstandings concerning leveraged ETFs.
To improve diversification and reduce risk, ETF PM also provides active absolute return strategies.
See our disclosures for additional information.