ETF Model Portfolios
Invest using Model Portfolios that use ETFs for each asset class.



VizMetrics provides the following comparison reports for ETF Model Portfolios
Two of these reports (vm11 and vm22) are available in the VizMetrics Free subscription. The other reports are available in the VizMetrics Advanced subscription.


Strategic Model Portfolios using ETFs

vm11: Famous Strategic Model Portfolios - free
vm48: Famous Strategic Model Portfolios with Allocations
vm12: 3-ETF Portfolios using 8 Assets
vm47: 3-ETF Portfolios using 14 Assets
vm13: Blue Chip Portfolios 
vm14: Portfolios with No Bonds
vm15: Portfolios with No Equity
vm16: Portfolios with Only Stocks & Bonds
vm17: Portfolios with No Commodities
vm18: Top Historical Portfolios
vm19: Top Portfolios During Lost Decade
vm20: Top Portfolios During Stagflation 
vm21: Top Portfolios During Prosperity
Tactical Model Portfolios using ETFs

vm22: Tactical Model Portfolios - free
vm49: Tactical Model Portfolios with Monthly Allocation Updates




Report Descriptions: ETF Model Portfolios

vm22: ETF Model Portfolios
This report compares investable model ETF portfolios using a several tactical allocation approaches.
how to subscribe: Free Subscription, Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 29, including Adaptive Asset Allocation, and allocations based on asset correlation, diversification, momentum, volatility, Sharpe ratio, target return and target risk.
portfolio types: exchange-traded funds (ETFs)
file format: PDF (data and charts) and XLS (data)
metrics included: 27
risk vs. return scatterplots included: 6
update frequency: monthly

vm49: ETF Model Portfolios with Allocations
This report provides the specific ETFs and % allocations for the model portfolios described in vm22.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 29, including Adaptive Asset Allocation, and allocations based on asset correlation, diversification, momentum, volatility, Sharpe ratio, target return and target risk.
portfolio types: exchange-traded funds (ETFs)
file format: PDF (data and charts) and XLS (data)
metrics included: 27
risk vs. return scatterplots included: 6
update frequency: monthly

vm11: Famous ETF Model Portfolios
This report compares investable model ETF portfolios using allocations prescribed by popular approaches or notable asset allocators.
how to subscribe: Free Subscription, Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 23, including high-equity, all-weather, balanced, 60-40, reduced equity, and no-equity portfolios.
portfolio types: exchange-traded funds (ETFs)
file format: PDF (data and charts) and XLS (data)
metrics included: 27
risk vs. return scatterplots included: 6
update frequency: monthly

vm48: Famous Portfolios with Allocations
This report provides the specific ETFs and % allocations for the model portfolios described in vm11.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 23, including high-equity, all-weather, balanced, 60-40, reduced equity, and no-equity portfolios.
portfolio types: exchange-traded funds (ETFs)
file format: PDF (data and charts) and XLS (data)
metrics included: 27
risk vs. return scatterplots included: 6
update frequency: monthly

vm12: 3-ETF Portfolios using 8 Assets
This report compares model portfolios using 3 ETFs chosen from 14 asset classes
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 56, which is all possible portfolios choosing 3 asset class ETFs from a set of 8. Each portfolio then applies a 1/3 allocation to each chosen ETF.
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 2
risk vs. return scatterplots included: 0
update frequency: yearly

vm47: 3-ETF Portfolios using 14 Assets
This report compares model portfolios using 3 ETFs chosen from 8 asset classes
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 364, which is all possible portfolios choosing 3 asset class ETFs from a set of 14. Each portfolio then applies a 1/3 allocation to each chosen ETF.
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 2
risk vs. return scatterplots included: 1
update frequency: yearly

vm13: Blue Chip
This report compares investable model portfolios consisting of large cap equities and bonds.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 36, including portfolios at various risk levels (conservative to aggressive)
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 8
risk vs. return scatterplots included: 4
update frequency: monthly

vm14: No Bonds
This report compares investable model portfolios that exclude bonds.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 36, including portfolios at various risk levels (conservative to aggressive)
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 8
risk vs. return scatterplots included: 4
update frequency: monthly

vm15: No Equity
This report compares investable model portfolios that exclude equities.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 36, including portfolios at various risk levels (conservative to aggressive)
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 8
risk vs. return scatterplots included: 4
update frequency: monthly

vm16: Only Stocks & Bonds
This report compares investable model portfolios that include only stocks & bonds, and exclude gold, commodities, and real estate.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 36, including portfolios at various risk levels (conservative to aggressive)
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 8
risk vs. return scatterplots included: 4
update frequency: monthly

vm17: No Commodities
This report compares investable model portfolios that include only stocks, bonds, and real estate. These portfolios exclude gold and commodities.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 36, including portfolios at various risk levels (conservative to aggressive)
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 8
risk vs. return scatterplots included: 4
update frequency: monthly

vm18: Top Historical
This report compares investable model portfolios that have performed well on a risk-adjusted basis over the last 41 years.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 36, including portfolios at various risk levels (conservative to aggressive)
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 8
risk vs. return scatterplots included: 4
update frequency: monthly

vm19: Top During Lost Decade
This report compares investable model portfolios that have performed well on a risk-adjusted basis during the years 2000 through 2009.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 36, including portfolios at various risk levels (conservative to aggressive)
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 8
risk vs. return scatterplots included: 4
update frequency: monthly

vm20: Top During Stagflation
This report compares investable model portfolios that have performed well on a risk-adjusted basis during the years 1972 through 1982.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 36, including portfolios at various risk levels (conservative to aggressive)
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 8
risk vs. return scatterplots included: 4
update frequency: monthly

vm21: Top During Prosperity
This report compares investable model portfolios that have performed well on a risk-adjusted basis during the years 1983 through 1999.
how to subscribe: Advanced Subscription
report category: ETF Model Portfolios
portfolios included: 36, including portfolios at various risk levels (conservative to aggressive)
portfolio types: exchange-traded funds (ETFs)
file format: XLS
metrics included: 8
risk vs. return scatterplots included: 4
update frequency: monthly