• 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 (6/16)

July 1, 2016 By dkreinces

ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS

THOUSAND OAKS, CA; July 1, 2016– ETF Portfolio Management (ETF PM) today reported performance for the Investable Benchmarks through June 2016. Year-to-date (YTD), Income & Growth gained 10%, while the 2x and 3x versions were up 21% and 32%, respectively. The S&P 500 gained 4% and long-term Treasuries rose by 16%.

The Investable Benchmarks are three passive core portfolios comprised of leading ETFs. Over the past 10.5 years, we estimate that these passive core portfolios delivered net annualized returns of 8% to 21%, or 126% to 670% in total return. These efficient portfolios yield between 0.1% and 2.4%, with expense ratios of 0.14% to 0.98%.

Chart IBU 1606

Past performance does not guarantee future results.

The Investable Benchmarks are an important starting point for all investors. ETF PM’s Income & Growth benchmark is an efficiently balanced multi-asset class portfolio that delivers a strategic combination of 50% risk assets (equity and real estate) and 50% fixed income. The 2x and 3x versions use leveraged ETFs, especially long-term Treasuries for fixed income, in order to enhance performance.

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, Cabrillo Music Theatre, Casa de Amma, Casa Pacifica, Gerson Institute, Hippocrates Health Institute, Khan Academy, Nature Conservancy, School on Wheels, Team for Kids, Greater Contribution, Turtle Conservancy, Unity Shoppe, and many more.

Click here for a PDF version.

Share Button

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

Primary Sidebar

Recent News

  • Top Growth Trends (1/23)
  • Annual Letter 2022
  • Investable Benchmark Update (12/22)

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