Portfolio Builder is an interactive tool that allows you to build, test and maintain all-ETF portfolios, and see how they
compare to any benchmark you choose in terms of allocation, performance, fundamentals and valuation.
1. Choose Your Funds
Create a new portfolio or modify an existing one on the My Portfolios page.
Click the configuration icon and then enter your ETFs by ticker symbol along with their desired portfolio weight. You
can stay within an asset class or mix equity, fixed income, commodity or other ETFs.
Follow the same steps to construct a custom benchmark, or simply select a broad fund such as the S&P500 SPDR (SPY)
at a weight of 100%. You can also change other portfolio settings on the 'Settings' tab.
Once satisfied, click on the Analyze icon to see your Portfolio Analysis.
2. View Your Allocation
Quickly see how your portfolio compares to the benchmark in terms of overall
asset allocation, sector allocation, geographic distribution and issuer type (for fixed income ETFs). Also peer down
to the security level, to make sure there is no unintended concentration resulting from fund overlap.
3. Test your Strategy
Get a hypothetical backtest to see how your portfolio might have performed in the
past. We'll also show you risk and return metrics so you can see where the performance is coming from. Hint: Don't
reject a portfolio that may have lagged in the past. Those ETFs might be ripe for outperformance!
4. Focus on Fundamentals
Fundamentals give us a window into future performance. Portfolio
Builder aggregates all the fundamentals, valuation and ratings data we compile for individual ETFs so you can
evaluate how your model portfolio compares to its benchmark. Go back and adjust your ETF selections and weights
until the portfolio has the characteristics you want.
5. Print Custom PDF Reports
Download and print customizable PDF reports ideal for
presentation to clients. The detailed information on each portfolio demonstrates to clients the effort and due
diligence the goes into proper ETF porfolio construction (Professional subscribers only).
Not a registered user? Sign up here. Forgot your password? Reset it.
Researching an ETF Enter the ETF's ticker symbol in the
box on the left, or immediately after the URL (e.g. etfrc.com/xyz to research xyz). Try our
search page if you're not sure of the fund's ticker symbol.
Finding & Comparing ETFs Explore the other tools
available from the "ETF Tools" dropdown menu. Some require a log-in (free). Premium subscribers
can also build and save all-ETF portfolios.