ETF PM Investable Benchmarks PerformanceETF Portfolio Management
NEWBURY PARK, CA, October 10, 2012 /24-7PressRelease/
-- ETF Portfolio Management (ETF PM), today reported performance for the Investable Benchmarks through September 2012. Year-to-date (YTD), the Investable Benchmarks returned 7% to 11% while the S&P 500 gained 16%.
The Investable Benchmarks consist of three passive core portfolios comprised of leading ETFs from Vanguard and iShares: Income, Income & Growth, and Growth. Over the past 10.8 years, all three passive core portfolios returned 8% to 9% annually. These efficient portfolios yield over 2.5% per year with expense ratios under 0.20%.
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The Investable Benchmarks present tough competition for active management. ETF PM's growth benchmark is an efficient multi-asset class (eMAC) portfolio based on David Swensen's recommendation in "Unconventional Success." Swensen's performance managing Yale University's multi-billion dollar endowment fund is leading Wall Street in many respects and his views have significantly broadened the industry's perception of proper diversification.
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. For 2011, the entities supported by ETF PM include Khan Academy, Memorial Sloan Kettering Cancer Center, Ronald McDonald House New York, School on Wheels, six public schools, St. Jude Children's Research Hospital, Unity Shoppe, two YMCAs, and more.
About ETF Portfolio Management
ETF Portfolio Management (ETF PM) is a revolutionary financial advisory firm that specializes in rules-based investing and risk control. The firm customizes active and passive investment portfolios for each client account. Client accounts may be held at Schwab or Goldman Sachs.
For more information, visit www.etfpm.com
CONTACT: ETF Portfolio Management, LLC
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