Sharp E-NewsLetter for the Savvy Self-Directed Investor 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 - September 2019)

Metric GLO-BLEND Benchmark (ACWI)
Mean Return (Annualized) 9.74% 9.16%
Compound Return (Annualized) 9.09% 8.16%
Beta 0.79 1.00
Alpha (Annualized) 2.42% 0.00%
R-squared 94.82% 100%
Sharpe Ratio 0.80 0.61

US-BLEND (January 2010 - September 2019)

Metric US-BLEND Benchmark (SPY)
Mean Return (Annualized) 12.21% 13.68%
Compound Return (Annualized) 11.69% 12.80%
Beta 0.75 1.00
Alpha (Annualized) 1.88% 0.00%
R-squared 92.74% 100%
Sharpe Ratio 1.13 0.99

YOUNG-INVESTOR (January 2010 - September 2019)

Metric YOUNG-INVESTOR Benchmark (ACWI)
Mean Return (Annualized) 11.33% 9.16%
Compound Return (Annualized) 10.60% 8.16%
Beta 0.80 1.00
Alpha (Annualized) 3.70% 0.00%
R-squared 90.65% 100%
Sharpe Ratio 0.89 0.61

Note:The external website we use to track the performance of these model portfolios adjusts the start period to January 2010.