ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS
WESTLAKE VILLAGE, CA; January 7, 2025– ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through year-end 2025. For the full year, the investable benchmark portfolios returned 11% to 14%. The S&P 500 and Long-term Treasuries delivered 18% and 4%, respectively.
The Investable Benchmarks are four passive core portfolios comprised of leading exchange-traded funds (ETFs) that are explained in our book. Over the past 10 years, we estimate that these strategic core portfolios delivered net annualized returns of 7% to 15% or total returns of 107% to 301%. These efficient portfolios yield between 2.0% and 2.6%, with expense ratios of 0.1% to 1.0%.
The Investable Benchmarks are an important starting point for all investors. These efficiently balanced portfolios each have roughly half of their exposure in stocks and bonds, and a 2% to 6% allocation in cryptocurrencies. In addition, the bond allocations are entirely in Long-term Treasuries to reduce risk. In 2017, we added the Income & Tech 3x portfolio (IT 3x) for aggressive growth investors and cryptocurrency exposure was added at year-end 2020 and 2021.
Absolute Return Strategies
ETF PM also specializes in active multi-strategy absolute return portfolios that combine a few different leading investment strategies. The firm provides two dynamic active solutions that have repeatedly delivered effective asset protection in difficult down markets.
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