• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
ETF Portfolio Management

Toll Free: (866) 409-5844

ETF Portfolio Management

ETF Portfolio Management

  • Home
    • ETF Portfolio Management, LLC
  • About Us
    • Philosophy
    • Management
    • Trend Following
    • Pledge to Give Back
  • ETF Portfolios
    • Investable Benchmarks
    • Absolute Return Strategies
  • Performance
  • Presentations
  • News
    • All News
    • Absolute Return Strategies
    • Blog
    • Investable Benchmarks
    • Letters
    • Media
    • Press Releases
  • Resources
    • FAQs
    • Custodians
    • Definitions
    • Disclosures
    • Why Use Index ETFs?
  • Contact Us

Investable Benchmark Update (3/16)

April 21, 2016 By dkreinces

ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS

THOUSAND OAKS, CA; April 21, 2016 – ETF Portfolio Management (ETF PM) today 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%.

The Investable Benchmarks are 10 passive core portfolios comprised of leading ETFs. Over the past 10.3 years, we estimate that all of these passive core portfolios delivered net annualized returns of 6% to 28%, or 90% to 1,132% in total return. Some of these efficient portfolios yield over 2.0% per year with expense ratios under 0.20%.

Chart IBU 1603

Past performance does not guarantee future results.

The Investable Benchmarks are an important starting point for all investors. ETF PM’s first growth benchmark is an efficient multi-asset class (eMAC) portfolio based on David Swensen’s recommendation in “Unconventional Success.” Swensen’s performance managing Yale University’s multi-billion dollar endowment fund is leading Wall Street in many respects and his views have significantly broadened the industry’s perception of proper diversification.

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 trend following with indexing.

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 56 entities supported by ETF PM include 11 Schools (public & private), two YMCAs, Because of Hope, Casa de Amma, Casa Pacifica, Gerson Institute, Hippocrates Health Institute, Khan Academy, Nature Conservancy, School on Wheels, Team for Kids, The Greater Contribution, Turtle Conservancy, Unity Shoppe, and many more.  

Click here for a PDF version.

 

Share Button

Category iconAbsolute Return,  All News,  Investable Benchmarks,  Press Release Tag iconETF,  ETFs,  exchange-traded funds,  Financial Adviser,  financial advisor,  investable benchmarks

Primary Sidebar

Recent News

  • Nvidia’s ‘iPhone Moment’ (3/23)
  • The GOAT ETF (3/23)
  • Top Growth Trends (1/23)

Recent Video

Join Our Market Update List

Footer

2945 Townsgate Road, Suite 200
Westlake Village, CA 91361
Phone: (866) 409-5844 Toll-Free
Fax: (805) 480-1111

Privacy Policy
Terms of Use
Sitemap

© 2023 ETF Portfolio Management, LLC

  • LinkedIn
  • RSS
  • Twitter