ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS
WESTLAKE VILLAGE, CA; October 3, 2023– ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through September 2023. Year-to-date, the investable benchmark portfolios returned 3% to 42%. The S&P 500 and Long-term Treasuries delivered 13% and -9%, 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 10.8 years, we estimate that these strategic core portfolios delivered net annualized returns of 6% to 18%, or total returns of 93% to 469%. These efficient portfolios yield between 0.1% and 2.0%, 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.
Pledge to Give Back
To partner directly with 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 Investable Benchmark Grants to students.
Since 2010, the 33 individual students and 70 community entities supported by ETF PM include Sirena D., Te’yanah O., Jericho C., 13 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, Alah Valley Academy, and many more.
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