ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS WESTLAKE VILLAGE, CA; April 1, 2024– ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through March 2024. Year-to-date, the investable benchmark portfolios returned 4% to 10%. The S&P 500 and Long-term Treasuries delivered 10% and -4%, respectively. The Investable Benchmarks are four passive core portfolios […] The post Investable Benchmark Update (3/24) appeared first on ETF Portfolio Management ..read more

In this video on cryptocurrency funds, we explain that Bitcoin was the world’s fastest asset to reach a $1 trillion market capitalization, and Ethereum may break Bitcoin’s record. At ETF PM, we believe all investors should have some allocation to the top cryptocurrencies. ETF Battles (video) – IBIT vs. ETHE vs. GDLC ETF PM currently […] The post Got Bitcoin? (3/24) appeared first on ETF Portfolio Management ..read more

In this episode of ETF Battles, we compare leading technology ETFs in the Nasdaq-100 (QQQ), Technology (XLK), and Semiconductors (SMH). At ETF PM, we believe the Nasdaq-100 is the “next-generation S&P 500” in many respects. Happy 25th birthday QQQ! ETF Battles (video) – QQQ vs. XLK vs. SMH           ETF PM […] The post Happy 25th Bday QQQ! (3/24) appeared first on ETF Portfolio Management ..read more

Super Micro Computer (SMCI) was up strongly yesterday on reports the maker of high-performance AI computers will join the S&P 500 on March 18. As of February month-end, SMCI stock had a market capitalization of $48 billion and a trailing three-year return of 2,554%. ETF PM has long positions in SMCI, NVDA, and NVDX. See […] The post SMCI To Join S&P 500 (3/24) appeared first on ETF Portfolio Management ..read more

The Super Micro Computer (SMCI) stock return has been far beyond super as it even outperformed artificial intelligence leader Nvidia (NVDA). Super Micro has a current market capitalization of $31 billion and makes high-performance data center servers that focus on innovation and energy efficiency. Over the past three years, SMCI delivered almost 17x while Nvidia […] The post Super Super Micro (2/24) appeared first on ETF Portfolio Management ..read more

At ETF PM, we are issuing a maximum position buy alert on Nvidia (NVDA). Our initial target allocations ranged from 3% to 9% in our moderate to aggressive growth portfolios. Nvidia, the world leader in artificial intelligence computing, just delivered a 10-year total return of 14,205% or 77% annualized. We have held long positions in […] The post Buying More Nvidia (1/24) appeared first on ETF Portfolio Management ..read more

January 2024 To Investors: In 2023, the S&P 500 delivered 26% and long-term Treasuries were up 3%. Combining them evenly with a small 2% allocation in cryptocurrency, the unleveraged Income and Growth investable benchmark was up 21%. As a result, the leveraged investable benchmarks were up by 33% to 106%. This increased the trailing 10-year […] The post Annual Letter 2023 appeared first on ETF Portfolio Management ..read more

ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS WESTLAKE VILLAGE, CA; December 30, 2023– ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through year-end 2023. For the full year, the investable benchmark portfolios returned 21% to 106%. The S&P 500 and Long-term Treasuries delivered 26% and 3%, respectively. The Investable Benchmarks are four […] The post Investable Benchmark Update (12/23) appeared first on ETF Portfolio Management ..read more

In this mega-cap ETF update, we explain that technology exposure has been the main factor for investors this past decade, and everyone should have some exposure to the technology matrix and leading cryptocurrencies. ETF Battles (video) – VOO vs. IWY vs. XLG         ETF PM currently has long positions in QQQM, TQQQ, […] The post Mega-Cap ETFs (12/23) appeared first on ETF Portfolio Management ..read more

By David Kreinces, 12/22/23 In 2023, we have all been praying for the health and wellness of beloved artist Jamie Foxx so it was very nice to see him looking great last night at Finney’s in Westlake Village, CA. Just like picking Tesla early in 2013, and Nvidia in 2015, I instantly knew that Jamie […] The post Jamie Foxx Looks Great! (12/23) appeared first on ETF Portfolio Management ..read more