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 - January 2020)
| Metric |
GLO-BLEND |
Benchmark (ACWI) |
| Mean Return (Annualized) |
10.07% |
9.61% |
| Compound Return (Annualized) |
9.43% |
8.63% |
| Beta |
0.78 |
1.00 |
| Alpha (Annualized) |
2.40% |
0.00% |
| R-squared |
94.85% |
100% |
| Sharpe Ratio |
0.83 |
0.64 |
US-BLEND (January 2010 - January 2020)
| Metric |
US-BLEND |
Benchmark (SPY) |
| Mean Return (Annualized) |
12.52% |
14.30% |
| Compound Return (Annualized) |
12.01% |
13.44% |
| Beta |
0.75 |
1.00 |
| Alpha (Annualized) |
1.77% |
0.00% |
| R-squared |
92.70% |
100% |
| Sharpe Ratio |
1.16 |
1.04 |
YOUNG-INVESTOR (January 2010 - January 2020)
| Metric |
YOUNG-INVESTOR |
Benchmark (ACWI) |
| Mean Return (Annualized) |
11.52% |
9.61% |
| Compound Return (Annualized) |
10.82% |
8.63% |
| Beta |
0.80 |
1.00 |
| Alpha (Annualized) |
3.55% |
0.00% |
| R-squared |
90.65% |
100% |
| Sharpe Ratio |
0.91 |
0.64 |
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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