THE SUNGARDEN CORE ETF PORTFOLIO

A brief history

Photo by Johannes Plenio on Unsplash

We have put together a brief history of the path of the CORE portfolio. We’ll have a more complete paper on it in the site soon. But as we see it, this is the ideal time to relate the “story” of the Sungarden CORE portfolio, since it will now be a central part of ETF Yourself, along with some significant research enhancements. Enjoy, and let us know if you have any questions!

SUNGARDEN CORE: BACKGROUND, RATIONALE, HISTORY

CORE (2013-2019): alternative to bonds & classic conservative strategies

CORE: Making a statement when Covid panic strikes markets

CORE POST-PANDEMIC: beats bonds but low tech stock exposure hurts

CORE: 10% annualized return, low standard deviation since early 2023

ETF Yourself:

OUR GOAL: provide ETF research, perspective and a live conservative portfolio, so experienced self-directed investors can make their own decisions to take on modern markets.