ETFdb Portfolios

Published on September 8, 2009 | Updated May 17, 2012

The ETFdb Pro subscription includes access to more than 40 all-ETF model portfolios, each of which is backed by a unique investment thesis. Each ETFdb Portfolios includes a detailed write-up of the rationale used in the construction process, as well as in-depth analysis of why each component was selected. The model ETFdb Portfolios are segmented into three distinct groupings:

Retirement ETFdb Portfolios

Designed for buy-and-hold investors, these portfolios are customized based on time remaining until retirement and risk rolerance. The following table shows backtested returns for these ETFdb Portfolios. Complete access is included with a free 7-day trial to ETFdb Pro, and the complete 5 Years Til Retirement ETFdb Portfolio is available as a free sample.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio 0.95% 3.92% 4.75% 8.72% 16.61% 33.51% n/a
10 Years Til Retirement Portfolio 0.97% 4.47% 5.60% 9.67% 20.88% 39.17% 24.73%
20 Years Til Retirement Portfolio 1.07% 5.13% 6.43% 11.31% 25.29% 44.42% 25.23%
30 Years Til Retirement Portfolio 1.22% 5.94% 7.18% 12.60% 27.76% 47.52% 25.98%
Aggressive Portfolio 0.49% 4.98% 3.84% 7.89% 23.87% n/a n/a
Cheapskate Portfolio 0.30% 2.55% 4.59% 6.47% 17.46% n/a n/a
Low Volatility Portfolio 0.13% 1.32% 5.00% 6.82% 15.47% n/a n/a
Moderate Portfolio 0.69% 3.61% 4.33% 7.26% 18.11% 34.77% n/a
Ready To Retire ETFdb Portfolio 0.47% 2.04% 3.30% 5.30% 11.58% 29.64% 27.74%

As Of 05-17-2013

Regional ETFdb Portfolios

Our regional ETFdb Portfolios are designed with more tactical investors in mind; each of these focuses (or excludes) a certain region of the world. Complete access is included with a free 7-day trial to ETFdb Pro, and the complete Emerging & Frontier Markets ETFdb Portfolio is available as a free sample.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio -0.17% 3.64% -2.56% -3.62% 8.29% 7.14% n/a
Asia-Centric ETFdb Portfolio 0.06% 2.37% 3.91% 5.44% 22.17% n/a n/a
BRIC-or-Bust ETFdb Portfolio -0.15% 3.04% -2.17% -0.85% 10.01% n/a n/a
Easy-As-ABC ETFdb Portfolio -2.17% -1.35% -3.28% -3.98% -1.29% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio -1.22% 1.09% -1.70% -1.27% 13.98% n/a n/a
Euro Free Europe Portfolio 0.03% 5.67% 1.80% 6.34% 27.34% n/a n/a
Ex-Europe ETFdb Portfolio 0.59% 3.51% 4.29% 7.15% 17.73% 31.96% n/a
Ex-U.S. Portfolio -0.33% 3.00% 2.49% 3.41% 23.12% 28.66% n/a
Global Titans ETFdb Portfolio 0.21% 4.48% 5.66% 8.99% 24.74% n/a n/a
LatAm Centric ETFdb Portfolio -1.37% -0.21% -5.19% -3.82% 9.88% n/a n/a

As Of 05-17-2013

Themed ETFdb Portfolios

Our themed ETFdb Portfolios are designed around investment theses, with the objective of performing well in certain economic environments. Complete access is included with a free 7-day trial to ETFdb Pro, and the complete Sky Is Falling ETFdb Portfolio is available as a free sample.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 0.75% 3.75% 4.38% 7.92% n/a n/a n/a
2012 ETFdb Portfolio 1.15% 5.98% 4.97% 9.82% 30.27% n/a n/a
AlphaDEX ETFdb Portfolio 0.69% 5.03% 3.78% 7.67% 22.99% n/a n/a
Alpha Seeker Portfolio 2.0 0.72% 3.72% 6.68% 11.24% 19.15% 35.95% n/a
Baby Boomers ETFdb Portfolio 0.70% 5.22% 11.02% 18.95% 33.44% n/a n/a
Ben Graham 50/50 Portfolio 0.14% 1.65% 4.19% 5.40% 15.69% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio -0.55% -0.76% -0.18% -0.84% 3.63% n/a n/a
Black Swan Hyperinflation Portfolio -2.45% 1.54% -8.63% -7.13% 0.02% 9.03% n/a
Commodity Guru ETFdb Portfolio -0.87% 2.30% -2.62% -0.08% 11.53% n/a n/a
Cheapskate Hedge Fund ETFdb Portfolio 0.66% 1.41% 0.67% 1.53% 1.32% n/a n/a
Energy Bull ETFdb Portfolio 0.66% 6.32% 1.27% 7.48% 17.53% 29.71% n/a
Equal Weight ETFdb Portfolio 0.42% 2.98% 4.16% 6.77% 14.95% n/a n/a
Financials Free ETFdb Portfolio 0.46% 2.93% 4.68% 6.78% 19.00% 40.53% 24.82%
Futures Free Commodity ETFdb Portfolio -2.06% 2.57% -5.96% -4.90% 4.29% n/a n/a
GLD-Free Gold Bug ETFdb Portfolio -8.70% -5.28% -23.49% -28.70% -22.74% n/a n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.40% 2.48% 3.11% 5.48% n/a n/a n/a
High-Tax Bracket ETF Portfolio 0.84% 4.13% 4.81% 8.87% 18.14% 33.79% n/a
High Tech ETFdb Portfolio 1.99% 8.91% 8.19% 14.95% 22.42% n/a n/a
High Yield ETFdb Portfolio 0.69% 3.16% 6.11% 9.57% 23.49% 47.35% 35.35%
King Dollar ETFdb Portfolio 0.72% 3.62% 4.79% 6.60% 15.78% n/a n/a
Kitchen Sink ETFdb Portfolio 0.43% 3.44% 2.46% 5.16% 16.56% n/a n/a
Monthly Dividend ETFdb Portfolio 0.16% 1.83% 3.72% 8.09% 17.21% n/a n/a
Pure Growth ETFdb Portfolio 0.50% 4.95% 3.98% 7.68% 21.28% n/a n/a
Pure Value ETFdb Portfolio 1.03% 4.49% 5.23% 10.16% 29.85% n/a n/a
RAFI ETFdb Portfolio 1.34% 7.87% 6.41% 11.88% 31.57% 36.51% 22.45%
Simple (But Effective) Safe Haven ETFdb Portfolio -1.02% 0.07% 0.76% 3.11% 11.93% 35.94% 28.05%
Small Cap ETFdb Portfolio 0.54% 4.28% 3.96% 8.23% 23.15% n/a n/a
The Sky Is Falling Portfolio -0.74% -0.39% -2.14% -3.13% -1.54% 11.16% n/a
Socially Responsible ETFdb Portfolio 0.47% 3.19% 5.68% 8.55% 17.30% n/a n/a
Risk On ETFdb Portfolio 0.28% 4.73% 0.51% 6.72% 25.83% n/a n/a
Consumer Centric ETFdb Portfolio 1.70% 4.76% 7.26% 11.84% 23.13% n/a n/a
Agri-Bull ETFdb Portfolio 0.04% 3.25% 0.14% 1.16% 11.98% n/a n/a
8% Yield ETFdb Portfolio -0.31% 2.26% 2.33% 5.92% 18.94% n/a n/a
Mining Boom ETFdb Portfolio -4.65% -2.06% -15.25% -17.36% -7.72% n/a n/a
2013 ETFdb Portfolio 0.87% 5.14% 6.67% 12.86% 34.24% n/a n/a

As Of 05-17-2013

ETF Database is not an investment advisor, and any content published by ETF Database does not constitute individual investment advice. The opinions offered herein are not personalized recommendations to buy, sell or hold securities. From time to time, issuers of exchange-traded products mentioned herein may place paid advertisements with ETF Database. All content on ETF Database is produced independently of any advertising relationships. Read the full disclaimer here.