Our ETF Model Portfolios Performance
- 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
GLO-BLEND (January 2010 - May 2020)
| Metric |
GLO-BLEND |
Benchmark (ACWI) |
| Mean Return (Annualized) |
9.07% |
8.67% |
| Compound Return (Annualized) |
8.28% |
7.53% |
| Beta |
0.81 |
1.00 |
| Alpha (Annualized) |
1.98% |
0.00% |
| R-squared |
95.21% |
100% |
| Sharpe Ratio |
0.67 |
0.53 |
US-BLEND (January 2010 - May 2020)
| Metric |
US-BLEND |
Benchmark (SPY) |
| Mean Return (Annualized) |
11.56% |
13.38% |
| Compound Return (Annualized) |
10.92% |
12.33% |
| Beta |
0.76 |
1.00 |
| Alpha (Annualized) |
1.38% |
0.00% |
| R-squared |
93.75% |
100% |
| Sharpe Ratio |
0.96 |
0.88 |
YOUNG-INVESTOR (January 2010 - May 2020)
| Metric |
YOUNG-INVESTOR |
Benchmark (ACWI) |
| Mean Return (Annualized) |
10.68% |
8.67% |
| Compound Return (Annualized) |
9.80% |
7.53% |
| Beta |
0.84 |
1.00 |
| Alpha (Annualized) |
3.23% |
0.00% |
| R-squared |
91.69% |
100% |
| Sharpe Ratio |
0.76 |
0.53 |
Note:The external website we use to track the performance of these model portfolios adjusts the start period to January 2010.
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