Investable Benchmark Update (3/13)

ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS

THOUSAND OAKS, CA; April 6, 2013 ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through March 2013. Year-to-date (YTD), the eMAC returned 4.7% while the S&P 500 gained 10.5%. Income & Growth rose by 2.4% and Income was flat.

The investable benchmarks are three passive core portfolios comprised of leading ETFs from Vanguard and iShares.  Over the past 10.3 years, the benchmarks returned 9% to 10% annually, or 143% to 169% in total return. These efficient multi-asset class portfolios yield over 2.5% per year with expense ratios under 0.20%.

ETF Investable Benchmark

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.

Click here for a PDF version. 

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ETF Portfolio Management, LLC
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Newbury Park, CA 91320
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Fax: (805) 480-1111
Email: info@etfpm.com

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