ETF PM reports the performance and asset allocation for the investable benchmarks, an efficient range of strategically diversified investment portfolios. These dynamic indexing solutions present an important starting point for all investors, both with and without leverage.
Note, ETF PM was recently included among industry leaders, by Pensions & Investments, remembering a legend in Jack Bogle.
Performance & Asset Allocation
We show the performance and asset allocation of our investable benchmarks above versus the S&P 500 (SPY) and Long-Term Treasuries (TLT). We also compare their performance to the growth ETF portfolios recommended by Warren Buffett and David Swensen.
The leveraged versions are included to highlight the opportunity in using leverage prudently, and in overweighting technology. Still, investors must be mindful of the risks, regulatory issues, and misunderstandings concerning leveraged ETFs.
To improve diversification and reduce risk, ETF PM also provides active absolute return strategies.
See our disclosures for additional information.