ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS
WESTLAKE VILLAGE, CA; July 1, 2025– ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through June 2025. Year-to-date, the investable benchmark portfolios returned 1% to 4%. The S&P 500 and Long-term Treasuries delivered 6% and 3%, 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 10.5 years, we estimate that these strategic core portfolios delivered net annualized returns of 6% to 13% or total returns of 94% to 265%. These efficient portfolios yield between 1.8% 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 disciplined ETF trend following with a focus on multi-strategy portfolios that combine indexing with trend following. The firm provides a dynamic range of solutions with active components that have repeatedly delivered gains in difficult down markets.
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