ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through March 2020. Year-to-date (YTD), the investable benchmark portfolios returned 1% to 9%. The S&P 500 and long-term Treasuries delivered -19% and 22%, respectively.
The Investable Benchmarks are four passive core portfolios comprised of leading exchange-traded funds (ETFs) that are also explained in our new book. Over the past 10.3 years, we estimate that these strategic core portfolios delivered net annualized returns of 11% to 35%, or total returns of 182% to 2,010%. These efficient portfolios yield between 0.5% and 2.2%, with expense ratios of 0.1% to 1.0%.
The Investable Benchmarks are an important starting point for all investors. These efficiently balanced portfolios have 50% in stocks and the other 50% in bonds. In addition, all of the bond allocations are entirely in long-term Treasuries in order to reduce risk, especially in the leveraged versions. In 2017, we added the Income & Tech 3x portfolio (IT 3x) for aggressive growth investors.
Absolute Return Strategies
ETF PM also specializes in disciplined ETF trend following with a focus on hybrid portfolios that combine indexing with trend following. The firm provides a dynamic range of absolute return ETF strategies that have repeatedly delivered gains in down markets including the crash of 2008, the flash crash of 2010, the bear market of 2018, and again in the first quarter of 2020.
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 will donate a percentage of each client’s advisory fee to provide student scholarships.
Since 2010, the 70 entities supported by ETF PM include 12 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, and many more.
About ETF Portfolio Management
ETF Portfolio Management (ETF PM) is a revolutionary financial advisory firm specialized in investing with exchange-traded funds. The firm customizes active and passive investment portfolios for each client account. Client accounts may be held at Interactive Brokers, and other custodians may be available upon request.
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