• 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

A Yale ETF (11/15)

November 3, 2015 By dkreinces

Yale CIO, David Swensen, is the best portfolio manager and he is talking integrity in finance. Our question for Mr. Swensen is: “Why don’t we have a Yale ETF yet?”

Swensen’s book in 2005, “Unconventional Success,” is priceless in providing a strategic growth portfolio asset allocation, using six leading exchange-traded funds (ETFs). However, investors still need this dynamic ETF portfolio in a single security or ticker symbol.

In an ETF of ETFs structure, a Yale ETF would be an ideal core portfolio solution for all growth investors.

YALE vs. SPY

For most of the past decade, ETF Portfolio Management (ETF PM) has tracked and offered Swensen’s ETF portfolio prescription in the Investable Benchmarks. Swensen’s ETF portfolio is an efficient, multi-asset class (eMAC) investable benchmark, and a good ticker symbol for this ETF of ETFs would be “eMAC,” or “YALE” if possible.

In many respects, this Yale ETF would be a tougher, and far more appropriate hurdle for growth portfolio managers to compete against than the S&P 500 (SPY).

Investable Benchmarks

In the age of ETFs, investors need an efficient, multi-asset class investable benchmark portfolio for each of the three main investor risk profiles; Income, Income & Growth, and Growth. At ETF PM, we based the three investable benchmark portfolios on the ETF asset allocation prescription from Swensen, and the performance has been impressive.

Swensen’s growth ETF portfolio has delivered almost 7% annually over the past 10.8 years, or 105% in total return, and the other two risk profile investable benchmarks have performed even better. In many respects, the Investable Benchmarks are an important starting point for all investors.

Note: ETF PM is currently working to find the right strategic partner(s) to build an ETF of ETFs for each of the Investable Benchmark portfolios. The investable benchmarks are currently offered via separate client investment accounts.

Contact ETF PM to learn more.

Share Button

Category iconAll News,  Blog,  Investable Benchmarks Tag iconBest ETFs,  David Swensen,  ETF,  ETF PM,  ETF Portfolio Management,  ETFs,  exchange-traded fund,  investable benchmark,  investable benchmarks,  passive indexing,  passive investing,  strategic diversification,  strategic indexing,  Yale ETF,  Yale Model

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