ETFdb Portfolios

Regardless of your risk profile and investment goals, you can use our line of ETFdb Portfolios to devise complete investment portfolios. Whether you're a long-term investor devising a retirement portfolio or a short-term trader looking to profit from market inefficiencies and macroeconomic trends, ETFdb Portfolios provide all tools necessary to develop a cost-efficient all-ETF portfolio, including recommended holdings, suggested allocations, risk analyses, and correlation studies.

Retirement ETFdb Portfolios

The line of Retirement ETFdb Portfolios are designed for investors interested in pursuing a long-term, buy-and-hold strategy that emphasizes asset allocation over individual security selection. Covering a variety of risk profiles, time horizons, and current income needs, Retirement ETFdb Portfolios include a strategy to help almost every investor efficiently achieve his or her investment goals. Retirement ETFdb Portfolios include:

  • Ready To Retire Portfolio — This ETFdb Portfolio is designed for investors who are at or near their retirement date, and is inspired by a widely-accepted investment strategy that follows an allocation of roughly 40% equity and 60% fixed income.
  • 5 Years Til Retirement Portfolio — This ETFdb Portfolio is designed for investors who expect to retire in approximately five years, and require their portfolio to support them for approximately 30 years following retirement.
  • 10 Years Til Retirement Portfolio — This ETFdb Portfolio is designed for investors who expect to retire in approximately 10 years, and is inspired by an investment strategy that follows an allocation of roughly 35% equity and 65% fixed income.
  • 20 Years Til Retirement Portfolio — This ETFdb Portfolio is build for investors with a longer time horizon and maintains a more aggressive asset allocation strategy of approximately 75% equities and 25% fixed income.
  • 30 Years Til Retirement Portfolio — This portfolio is designed for investors with a very long time horizon and high tolerance and willingness for risk. This ETFdb Portfolio maintains significant allocations to both domestic and international equities.
  • Moderate Portfolio — This ETFdb Portfolio is designed for investors with a moderate willingness and ability to take risks, maintaining significant weightings to both fixed income securities and equities.

Themed ETFdb Portfolios

For investors interested in engaging in more hands-on, active management of their portfolio, ETFdb provides recommended allocation strategies designed to capitalize on certain macroeconomic trends and global developments. The line of Themed ETFdb Portfolios includes several unique investment strategies, including plans for ultra-bears, investors looking to avoid exposure to the U.S., and those concerned about runaway inflation. Themed ETFdb Portfolios include:

  • Alpha Seeker Portfolio — This ETFdb Portfolio outlines a strategy for investors who believe in the benefits of active management, investing in selected quantitative methodology funds.
  • Alpha Seeker Portfolio 2.0 — Another version of our Alpha Seeker line, this ETFdb Portfolio presents an alternative strategy for utilizing "alpha seeking" ETFs.
  • Ben Graham 50/50 Portfolio — Inspired by legendary value investor Ben Graham, this portfolio maintains a 50/50 split between equities and fixed income.
  • Black Swan Hyperinflation Portfolio — For investors looking to protect assets against inflation, this ETFdb Portfolio outlines a diversified investment approach that includes fixed income, equities, and commodities.
  • Ex-U.S. Portfolio — For investors looking to avoid exposure to U.S. equity markets, this ETFdb Portfolio outlines a strategy for establishing a traditional asset allocation mix through ETFs without using U.S. securities.
  • The Sky Is Falling Portfolio — For investors worried that equity markets are due for a significant downward correction, this ETFdb Portfolio outlines a strategy for reducing risk and maximizing exposure to asset classes that generally perform well during downturns.