ETF Reliable Retirement Portfolio: 2022 Update And 2023 Investment Outlook

This post was originally published on this site

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

Complex digital infographics in green color, for year 2022 and 2023, with multiple line graphs and financial figures spreadsheet. Close up, wide horizontal composition.

matejmo

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

For tracking purposes, the official

ETFRRP by ETF Monkey

ETFRRP by ETF Monkey (Hoya Capital Income Builder)

ETFRRP by ETF Monkey vs. Market Averages

ETFRRP by ETF Monkey vs. Market Averages (Author-Generated Spreadsheet)

2022 Q4 Returns - ETFRRP vs. Vanguard Balanced Index

2022 Q4 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 (Author-Generated Spreadsheet)

Fed Interest Rate Projections - 2023

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

Equity & Bond Valuations Relative to Fair Value

Equity & Bond Valuations Relative to Fair Value (Vanguard)