Investable Benchmark Update (7/13)


THOUSAND OAKS, CA; August 1, 2013 – ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through July 2013. Year-to-date (YTD), the eMAC returned 5.8% while the S&P 500 gained 19.6%. Income & Growth rose by 0.9% and Income was down -3.7%.

The investable benchmarks are three passive core portfolios comprised of leading ETFs from Vanguard and iShares. Over the past 10.6 years, the benchmarks returned 8% to 10% annually, or 134% to 172% in total return. These strategic portfolios yield over 2.3% per year with expense ratios under 0.20%.

Chart IBU 1307

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.

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