Sharp E-NewsLetter for the Savvy Self-Directed Investor

InvestExplore.com Model ETF Portfolios

Our ETF Model Portfolios

  • InvestExplore.com publishes and maintains the following Model ETF Portfolios
  • Model Portfolios GLO-BLEND and US-BLEND were originally launched in our ETFTrack E-Newsletter in 2010
  • Model Portfolio YOUNG-INVESTOR was back tested in 2016 and added to our Model Portfolios set
  • Our members are not solicited to buy or sell any securities mentioned in these Model Portfolios
  • We add to and remove securities and their weights from our Model Portfolios based on our research and market analysis
  • Members are required to perform their own additional research and consult with a Financial Advisor before investing any money
  • Our Model Portfolios are for educational and informational purposes only and may not be suitable for any specific investor
  • Individual Investor Preferences, Needs, Risk Profiles, Tax Status are not considered in these models
  • Individual Investors who would like to track these Models with real money will be doing it at their own risk

Model Portfolio : GLO-BLEND

  • Provides Balanced (Moderately Aggressive) Exposure to Global Markets
  • Designed for non-risk averse individual long term investors with a time horizon of at least 10 years
  • Rebalanced once a year
  • Transaction Costs are not considered in the Model
  • Doesn't include Sector ETFs
  • Assumes no withdrawal or deposits
  • Benchmarked to the MSCI - All World Index ETF - ACWI

Model Portfolio : US-BLEND

  • Provides Balanced (Moderately Aggressive) Exposure to US Market
  • Designed for non risk-averse individual long term investors with a time horizon of at least 10 years
  • Rebalanced once a year
  • Transaction Costs are not considered in the Model
  • Includes Sector ETFs
  • Assumes no withdrawal or deposits
  • Benchmarked to the S&P 500 ETF - SPY

Model Portfolio : YOUNG-INVESTOR

  • This is a back-tested model portfolio and not originally launched in 2010
  • Provides Balanced (Moderately Aggressive) Exposure to Global Market
  • Designed for young non risk-averse individual long term investors with a time horizon of at least 20 years
  • More aggressive than our model portfolio GLO-BLEND with a reduced allocation to US Fixed Income ETFs
  • Rebalanced once a year
  • Transaction Costs are not considered in the Model
  • Includes Sector ETFs
  • Assumes no withdrawal or deposits
  • Benchmarked to the MSCI - All World Index ETF - ACWI


Please don't hesitate to contact us for details on our model portfolios.