ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS
WESTLAKE VILLAGE, CA; January 2, 2020– ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through year-end 2019. For the full-year, the investable benchmark portfolios returned 20% to 92%. The S&P 500 and long-term Treasuries delivered 31% and 14%, respectively.
The Investable Benchmarks are four passive core portfolios comprised of leading exchange-traded funds (ETFs). Over the past 10 years, we estimate that these strategic core portfolios delivered net annualized returns of 9% to 35%, or total returns of 128% to 1,847%. These efficient portfolios yield between 0.6% and 2.3%, with expense ratios of 0.1% to 1.0%.
The Investable Benchmarks are an important starting point for all investors. These efficiently balanced multi-asset class portfolios have 50% in risk assets (stocks and real estate or semiconductors) and the other 50% in bonds. In addition, all of the bond allocations are entirely in long-term Treasuries in order to reduce risk, especially in the leveraged versions. In 2017, we added the Income & Tech 3x portfolio (IT 3x) 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 our clients and the community, ETF PM created a Pledge to Give Back. On an annual basis, ETF PM will donate a percentage of each client’s advisory fee to provide student scholarships.
Since 2010, the 70 entities supported by ETF PM include 12 Schools (public & private), two YMCAs, 5-Star Theatricals, Because of Hope, Cabrillo Music Theatre, Casa de Amma, Casa Pacifica, Gerson Institute, Hippocrates Health Institute, Khan Academy, Nature Conservancy, Play Conejo, School on Wheels, Team for Kids, Greater Contribution, Turtle Conservancy, Unity Shoppe, and many more.
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