THE SUNGARDEN CORE ETF PORTFOLIO
A brief history
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 believes in investing the way we are taught to drive: defensively. As in driving, defensive investing aims to reach the destination safely, without accidents. For 2 decades, the Core model portfolio has helped investors practice defensive investing by solving the major investment issue of our time: replacing what bonds used to do, but no longer can. Core does this without resorting to annuities or opaque, illiquid strategies. It's a tactical, daily-liquid portfolio of ETFs, driven by Sungarden’s time-tested, proprietary research process.
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
