ETF Reliable Portfolio: 2022 Update & 2023 Investment Outlook


(This article was co-produced with HOYA Capital Real Estate.)

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On November 12, 2021, we introduced ETF Reliable Retirement Portfolio (hereafter, ETFRRP) in conjunction with the marketplace service of Hoya Capital Income Builder (hereafter, HCIB).

For tracking purposes, the official

ETFRRP by ETF Monkey

ETFRRP by ETF Monkey (Hoya Capital Income Builder)

ETFRRP by ETF Monkey vs Market Average

ETFRRP by ETF Monkey vs Market Average (spreadsheet created by author)

Q4 2022 Returns - ETFRRP vs. Vanguard Balanced Index

Q4 2022 Returns – ETFRRP vs. Vanguard Balanced Index (PortfolioVisualizer.com)

Returns Since Inception - ETFRRP vs. Vanguard Balanced Index

Returns Since Inception – ETFRRP vs. Vanguard Balanced Index (PortfolioVisualizer.com)

ETFRRP - Performance by ETF

ETFRRP – Performance by ETF (spreadsheet created by author)

Fed Interest Rate Forecast - 2023

Fed Interest Rate Forecast – 2023 (Goldman Sachs Investment Research)

Valuation of Stocks and Bonds to Fair Value

Valuation of Stocks and Bonds to Fair Value (Vanguard)



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