Tag Archives | Financial Adviser

Investable Benchmark Update (9/17)

ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS 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 more »

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Leading Investment Trends (7/17)

At ETF PM, the investable benchmark portfolios provide leading solutions for the four primary investor risk profiles: income, income and growth, growth, and aggressive growth.

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Investable Benchmark Update (6/17)

Year-to-date (YTD), the four investable benchmark portfolios returned 8% to 34%. The S&P 500 gained 9% and long-term Treasuries rose by 6%.

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Investable Benchmark Update (3/17)

Year-to-date (YTD), Income & Growth gained 4%, while the 2x and 3x versions were up 6% and 9%, respectively. The S&P 500 gained 6% and long-term Treasuries rose by 2%.

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Investable Benchmark Update (12/16)

For the full-year, Income & Growth gained 5%, while the 2x and 3x versions were up 10% and 12%, respectively.

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Investable Benchmark Update (9/16)

Year-to-date (YTD), Income & Growth gained 12%, while the 2x and 3x versions were up 23% and 34%, respectively. The S&P 500 gained 8% and long-term Treasuries rose by 16%.

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Investable Benchmark Update (6/16)

Year-to-date (YTD), Income & Growth gained 10%, while the 2x and 3x versions were up 21% and 32%, respectively. The S&P 500 gained 4% and long-term Treasuries rose by 16%.

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Investable Benchmark Update (3/16)

ETF PM reported performance for the investable benchmarks through March 2016. Year-to-date (YTD), Income 3x gained 19%, while Income & Growth 3x was up 15%. Growth 3x rose by 10%, and the S&P 500 gained 1%.

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Why Invest with Leverage? (3/16)

If diversification is a free lunch, then leveraged diversification is a free retirement nest egg at times.

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The Best Portfolio Manager (8/15)

As per the article below, many leading investors consider Yale’s CIO, David Swensen, to be the “best financial steward.” See Swensen’s ETF portfolio recommendation at Best ETFs for Growth (9/14) & InvestableBenchmarks.com. Also, note our prior blogs: Who Do You Follow?, The Best Investment Strategies, &  World’s Most Savvy Investors  Yale CIO David Swensen awarded Frankel Fiduciary Prize 8/8/15 The Institute for the Fiduciary Standard more »

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ETF Portfolio Management, LLC
350 Via Las Brisas, Suite 270
Newbury Park, CA 91320
Phone: (866) 409-5844 Toll-Free
Fax: (805) 480-1111
Email: info@etfpm.com

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