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Financial Adviser

February 11, 2021 By dkreinces

ETF Battles: FXI vs. VWO (2/21)

In this important non-U.S. ETF Battle, China (FXI) goes up against Emerging Markets (VWO). See how China 3x (YINN) returned 63% over the past

Filed Under: Absolute Return, All News, Blog, Investable Benchmarks, Media Tagged With: China, core portfolio, CWEB, David Swensen, Emerging Markets, etf portfolio, exchange-traded fund, Financial Adviser, Financial Advisers, FXI, investable benchmark, investable benchmarks, PGJ, VWO, Warren Buffett, YINN

February 8, 2021 By dkreinces

Tesla Buys Bitcoin (2/21)

Today, Elon Musk and Tesla (TSLA) reported a $1.5 billion bitcoin investment pushing Bitcoin Trust (GBTC) up almost 16% in early trading. Over the

Filed Under: Absolute Return, All News, Blog, Investable Benchmarks Tagged With: bitcoin, core portfolio, David Swensen, Elon Musk, etf portfolio, exchange-traded fund, Financial Adviser, Financial Advisers, gbtc, investable benchmark, investable benchmarks, Tesla, Warren Buffett

January 14, 2021 By dkreinces

ETF Battles: ARKQ vs. IDRV (1/21)

In this 2021 ETF Battles opener, aggressive growth ETFs face off in Robotics (ARKQ) versus Self-Driving (IDRV). See how Bitcoin Trust (GBTC) and

Filed Under: Absolute Return, All News, Blog, Investable Benchmarks, Media Tagged With: ARKQ, core portfolio, David Kreinces, David Swensen, ETF Battles, etf portfolio, exchange-traded fund, Financial Adviser, Financial Advisers, GB, gbtc, IDRV, investable benchmark, investable benchmarks, Mike Akins, Ron Delegge, SOXL, tqqq, Warren Buffett

January 4, 2021 By dkreinces

Annual Letter 2020

January 2021 To Investors: In 2020, the S&P 500 and long-term Treasuries both returned 18%, well above their long-term

Filed Under: Absolute Return, All News, Investable Benchmarks, Letters Tagged With: core portfolio, David Swensen, etf portfolio, exchange-traded fund, Financial Adviser, Financial Advisers, investable benchmark, investable benchmarks, Warren Buffett

January 4, 2021 By dkreinces

Investable Benchmark Update (12/20)

ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS WESTLAKE VILLAGE, CA; January 4, 2021- ETF Portfolio Management (ETF PM) today reported

Filed Under: All News, Investable Benchmarks, Press Release Tagged With: core portfolio, David Swensen, etf portfolio, exchange-traded fund, Financial Adviser, Financial Advisers, investable benchmark, investable benchmarks, Warren Buffett

December 22, 2020 By dkreinces

ETF PM Pledge Hits $107k (12/20)

Financial Advisor Gives Investable Benchmark Grants to Students WESTLAKE VILLAGE, CA (December 22, 2020) – ETF Portfolio Management (ETF PM), a

Filed Under: All News, Investable Benchmarks, Press Release Tagged With: core portfolio, David Swensen, etf portfolio, exchange-traded fund, Financial Adviser, Financial Advisers, investable benchmark, investable benchmarks, Warren Buffett

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  • Tesla Buys Bitcoin (2/21)
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