Welcome to Portfolio Insights, your monthly performance overview of our Classic and Smart ETF portfolios.
Through Feb 27, Classic models have averaged 3.0% YTD while Smart models have averaged 2.3%. Dispersion is wider in Smart at 8.7% versus 5.6% for Classic, setting a higher bar for selection skill among model outcomes.
Classic leadership is anchored by Aggressive, which leads at 6.2% YTD, a 3.3-point premium to the cohort average, alongside a 23.1% one-year return. All Weather-Inspired follows at 4.8%, running 1.8 points above average, with a 15.1% one-year return. At the other end, US 80/20 posts 0.8%, a 2.1-point shortfall, and US Buffett-Inspired trails at 0.6%, lagging by 2.3 points.
Classic Portfolios
| Strategy |
YTD |
1YR |
CAGR |
Risk Profile |
| Conservative |
2.8% |
13.1% |
6.3% |
Conservative
|
| All Weather-Inspired |
4.8% |
15.1% |
7.0% |
Moderately Conservative
|
| Global 60/40 |
4.2% |
17.2% |
7.5% |
Moderately Conservative
|
| Moderate |
4.2% |
16.8% |
8.3% |
Moderately Conservative
|
| US ESG 60/40 |
1.2% |
15.1% |
10.1% |
Moderately Conservative
|
| Aggressive |
6.2% |
23.1% |
10.4% |
Moderate
|
| Swensen-Inspired |
4.8% |
16.6% |
8.5% |
Moderate
|
| Global 80/20 |
4.5% |
21.6% |
9.2% |
Moderate
|
| Browne-Inspired |
3.9% |
11.8% |
6.2% |
Moderate
|
| Sharia Compliant |
1.5% |
17.0% |
9.9% |
Moderate
|
| Bogle-Inspired |
1.4% |
15.9% |
12.0% |
Moderate
|
| US 60/40 |
1.1% |
13.9% |
8.2% |
Moderate
|
| US ESG 80/20 |
1.0% |
17.9% |
13.5% |
Moderate
|
| Global Buffett-Inspired |
4.4% |
23.9% |
8.1% |
Aggressive
|
| US 80/20 |
0.8% |
16.2% |
9.6% |
Aggressive
|
| US Buffett-Inspired |
0.6% |
17.2% |
10.4% |
Aggressive
|
Smart results show sharper separation between winners and laggards. Style & Market Cap Rotation tops the cohort at 7.9% YTD, beating the average by 5.5 points, and carries an 11.8% one-year return; Dividend Focus is next at 7.1%, a 4.8-point excess, with a 14.8% one-year return. US Equity Amplifier is at -0.5%, a 2.8-point deficit, while US Leverage Growth is lowest at -0.8%, 3.2 points below average.
Smart Portfolios
| Strategy |
YTD |
1YR |
CAGR |
Risk Profile |
| Target Volatility |
4.6% |
12.4% |
14.7% |
Conservative
|
| Bogle+ |
1.9% |
11.6% |
12.3% |
Conservative
|
| Conservative Plus |
1.7% |
3.0% |
4.9% |
Conservative
|
| Enhanced Markowitz |
2.9% |
17.8% |
7.6% |
Moderately Conservative
|
| All Weather+ |
2.4% |
13.5% |
12.2% |
Moderately Conservative
|
| Core Trio |
1.3% |
12.6% |
14.2% |
Moderately Conservative
|
| Dividend Focus |
7.1% |
14.8% |
11.2% |
Moderate
|
| JPM Efficiente+ |
5.4% |
19.6% |
9.9% |
Moderate
|
| Steadfast Horizon |
2.4% |
12.6% |
12.2% |
Moderate
|
| Innovation Ventures |
2.3% |
21.1% |
16.7% |
Moderate
|
| Global Compass |
2.2% |
12.8% |
11.2% |
Moderate
|
| Browne+ |
1.8% |
11.9% |
11.2% |
Moderate
|
| Growth & Stability |
0.6% |
15.5% |
14.2% |
Moderate
|
| Tactical Rotation |
-0.4% |
11.5% |
12.2% |
Moderate
|
| US Equity Amplifier |
-0.5% |
11.2% |
16.2% |
Moderate
|
| Style & Market Cap Rotation |
7.9% |
11.8% |
10.9% |
Moderately Aggressive
|
| Sector Rotation |
3.4% |
11.3% |
11.3% |
Moderately Aggressive
|
| All Weather Crypto |
0.6% |
11.0% |
14.6% |
Moderately Aggressive
|
| Innovation Ventures & Crypto |
1.3% |
20.5% |
21.2% |
Aggressive
|
| Aggressive Plus |
0.9% |
17.3% |
28.4% |
Aggressive
|
| US Leverage Growth |
-0.8% |
15.5% |
24.4% |
Very Aggressive
|
Classic remains a tighter, allocation-led profile, while Smart expresses a broader, model-driven return spread.
Happy Long-Term Investing!
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