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 - February 2020)

Metric GLO-BLEND Benchmark (ACWI)
Mean Return (Annualized) 9.42% 8.73%
Compound Return (Annualized) 8.77% 7.73%
Beta 0.78 1.00
Alpha (Annualized) 2.46% 0.00%
R-squared 94.98% 100%
Sharpe Ratio 0.77 0.57

US-BLEND (January 2010 - February 2020)

Metric US-BLEND Benchmark (SPY)
Mean Return (Annualized) 11.77% 13.17%
Compound Return (Annualized) 11.25% 12.28%
Beta 0.75 1.00
Alpha (Annualized) 1.86% 0.00%
R-squared 92.98% 100%
Sharpe Ratio 1.08 0.94

YOUNG-INVESTOR (January 2010 - February 2020)

Metric YOUNG-INVESTOR Benchmark (ACWI)
Mean Return (Annualized) 10.84% 8.73%
Compound Return (Annualized) 10.12% 7.73%
Beta 0.80 1.00
Alpha (Annualized) 3.60% 0.00%
R-squared 90.92% 100%
Sharpe Ratio 0.85 0.57

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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