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Pure Benchmarks · Portfolio Benchmark Report

Is Your SPDR Personal Investing Portfolio Underperforming?

SPDR Personal Investing offers specialty and thematic investing, where concentrated or single-issuer lineups can swing well away from a diversified baseline.

Pure Benchmarks ranks real SPDR Personal Investing portfolios against thousands of other verified investor portfolios across nine standardized risk categories, from 100% equity to 90% fixed income. Every portfolio is recategorized daily from actual end-of-day holdings, and Community Nests shows exactly where your SPDR Personal Investing portfolio ranks against other real SPDR Personal Investing clients in the same risk category — built entirely from verified portfolio data, with no firm that manages money able to see any data point on the platform.

Why your SPDR Personal Investing portfolio can lag a pure index baseline

The concentration tilt. Thematic and single-issuer lineups concentrate exposure around a narrow idea or one fund house. That focus can swing returns well away from a diversified index baseline, making it hard to tell skill from a single bet paying off.

What to review on a SPDR Personal Investing portfolio

  • Check whether a thematic or single-issuer tilt concentrates exposure versus a diversified index baseline.
  • Look at how the specialty allocation has tracked a broad index across up and down markets.

Illustrative 10-year comparison — a standard managed portfolio versus a pure index baseline. Figures are illustrative only.

Year Standard managed portfolio Pure index baseline Gap
Year 1 $105,200 $107,000 -$1,800
Year 3 $116,400 $122,500 -$6,100
Year 5 $128,700 $140,300 -$11,600
Year 7 $142,300 $160,600 -$18,300
Year 10 $165,100 $196,700 -$31,600

See exactly where your SPDR Personal Investing portfolio stands.

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This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.

Disclaimer: Pure Benchmarks is not a registered investment advisor or broker/dealer. The materials and information accessible on or through the Services should be used solely for informational purposes. No Content published as part of the Services constitutes a recommendation that any particular investment, security, portfolio of securities, transaction or investment strategy is tailored to the investment needs of any specific person so it may not be suitable for you. You should not rely solely upon the research or opinions herein for purposes of transacting securities or other investments. You should always conduct your own research and due diligence and obtain professional advice before making any investment decision. You hereby acknowledge and agree that we do not operate the Services as an offer to, or solicitation of, any potential clients or investors for the provision by us of investment management, advisory or any other service. You agree not to construe any Content or materials listed on the Services as tax, legal, insurance or investment advice or as an offer to sell, or as a solicitation of an offer to buy, any security or other financial instrument. None of the Pure Benchmarks Parties (defined below) nor any other users will be liable for any loss or damage caused by reliance on any information obtained through or from the Services or any Content (including without limitation any User Content). NO GUARANTEE CAN BE MADE IF YOU INVEST BASED ON THE INFORMATION PROVIDED ON OR THROUGH THE SERVICES. Read all terms.
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