Investable Benchmark Update (12/16)


THOUSAND OAKS, CA; January 2, 2017– ETF Portfolio Management (ETF PM) today reported performance for the Investable Benchmarks through year-end 2016. For the full-year, Income & Growth gained 5%, while the 2x and 3x versions were up 10% and 12%, respectively. The S&P 500 gained 12% and long-term Treasuries rose by 1%.

The Investable Benchmarks are three passive core portfolios comprised of leading ETFs. Over the past 10 years, we estimate that these passive core portfolios delivered net annualized returns of 7% to 19%, or 92% to 463% in total return. These efficient portfolios yield between 0.1% and 2.9%, with expense ratios of 0.1% to 1.0%.

Past performance does not guarantee future results.

The Investable Benchmarks are an important starting point for all investors. ETF PM’s Income & Growth benchmark is an efficient multi-asset class portfolio that delivers 50% in risk assets (equity and real estate) and 50% in fixed income. The 2x and 3x versions use leveraged ETFs, especially long-term Treasuries for fixed income, in order to enhance performance.

Absolute Return Strategies

ETF PM also specializes in disciplined ETF trend following. The firm provides a dynamic range of strategies that seek to deliver positive returns in all market environments. The firm’s trend following strategies delivered gains in the crash of 2008, and ETF PM focuses on hybrid portfolios that combine trend following with indexing.

Pledge to Give Back

In order to partner directly with clients and the community, ETF PM created a Pledge to Give Back. On an annual basis, ETF PM donates a percentage of each client’s advisory fee to the school or charity selected by the client.

Since 2010, the 62 entities supported by ETF PM include 11 Schools (public & private), two YMCAs, Because of Hope, Cabrillo Music Theatre, Casa de Amma, Casa Pacifica, Gerson Institute, Hippocrates Health Institute, Khan Academy, Nature Conservancy, School on Wheels, Team for Kids, Greater Contribution, Turtle Conservancy, Unity Shoppe, and many more.

Click here for a PDF version.

Share Button

, , , , , , , , ,

Comments are closed.

© 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

Privacy Policy | Terms of Use | Sitemap

        Website Design by Fresh Net