Investable Benchmark Update (9/17)


THOUSAND OAKS, CA; October 2, 2017– ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through September 2017. Year-to-date (YTD), the four investable benchmark portfolios returned 11% to 49%. The S&P 500 gained 14% and long-term Treasuries rose by 6%.

The Investable Benchmarks are four passive core portfolios comprised of leading exchange-traded funds (ETFs). Over the past 10.8 years, we estimate that these strategic core portfolios delivered net annualized returns of 7% to 31%, or 113% to 1,737% in total return. These efficient portfolios yield between 0% 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, including long-term Treasuries for fixed income, in order to enhance performance. The Income & Tech 3x portfolio is our latest addition for aggressive growth investors.

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 indexing with trend following.

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 63 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.


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