The BBAE MarketGrader Core Portfolio

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Cumulative Return
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Annualized Return
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Annualized Standard Deviation
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Return/Standard Deviation

How It Helps You

With our 300-stock Core Portfolio, we’re aiming to give you a better-performing alternative to the time-honored S&P 500 index fund. The Core Portfolio doesn’t chase outperformance by taking a lot of risk, like an actively managed fund might. Instead, it's designed to deliver moderately better performance over a multi-year horizon while keeping risk in a similar range as the index. Better returns for similar risk is practically the definition of good investing -- and we believe MarketGrader's Core Portfolio gives you a good chance of getting it.

Keep In Mind

Smart beta portfolios are specifically designed to serve as diversified building blocks within your investment portfolio. In the realm of smart beta, "success" typically translates to achieving moderately improved risk-adjusted returns compared to the overall market. It is worth noting that smart beta strategies may exhibit higher standard deviations (a measure of risk) compared to their respective benchmarks. However, the metric of return per unit of standard deviation is often considered more crucial when evaluating their performance.

Who It's For

Investors of all kinds like the risk/return balance that the Core portfolio offers. It makes a great equity building block, especially when paired with BBAE's Fixed Income portfolio.

Fees

The fee structure at BBAE is a flat rate of 0.50% per annum of assets under management (AUM). This fee applies to all portfolios, regardless of their specific investment strategy or composition, and covers all brokerage transaction fees and rebalancing services for your portfolio. We prioritize transparency and simplicity in our fee structures, ensuring that there are no surprises or hidden charges.

Disclaimer

The MarketGrader US Core Portfolio Index was first published on September 4, 2023. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Back tested performance information is purely hypothetical and is solely for informational purposes. Back tested performance does not represent actual performance and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.

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The MarketGrader US Core Portfolio Index

The MarketGrader US Core Portfolio Index was first published on September 4, 2023. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Back tested performance information is purely hypothetical and is solely for informational purposes. Back tested performance does not represent actual performance and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.

Annualized Return

Trailing 15 Yearsvs. ... S&P 500 Index
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Trailing 10 Yearsvs. ... S&P 500 Index
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Trailing 5 Yearsvs. ... S&P 500 Index
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Annualized Standard Deviation

Trailing 15 Yearsvs. ... S&P 500 Index
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Trailing 10 Yearsvs. ... S&P 500 Index
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Trailing 5 Yearsvs. ... S&P 500 Index
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Return/Standard Deviation

Trailing 15 Yearsvs. ... S&P 500 Index
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Trailing 10 Yearsvs. ... S&P 500 Index
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Trailing 5 Yearsvs. ... S&P 500 Index
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The MarketGrader US Core Portfolio Index was first published on September 4, 2023. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Back tested performance information is purely hypothetical and is solely for informational purposes. Back tested performance does not represent actual performance and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.

Sample Positions

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