Helping Self-Directed Investors Succeed Model ETF Portfolios Performance

Our ETF Model Portfolios Performance

  • 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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