The BBAE MarketGrader Growth and Income 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

Our Growth and Income Portfolio aims to provide investors with the best of both worlds: capital appreciation that is in line with the broader market, and a targeted annual dividend yield of 4.5% to 5% - a substantial increase compared to the average yield of the S&P 500. To meet its dividend objectives, the Growth and Income portfolio consists of 100 carefully selected stocks, and MarketGrader uses the Dow Jones Select Dividend Index as a benchmark for comparison.

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

BBAE's Growth and Income Portfolio is highly regarded among income-seeking investors who prioritize more than just yield in their portfolio's key components. Instead, they seek a well-diversified building block that offers a generous yield while maintaining risk levels comparable to a broad index. For enhanced diversification with reduced risk, consider complementing it with BBAE's Fixed Income portfolio, allowing you to diversify your yield effectively.

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 Income 100 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 Income 100 Index

The MarketGrader US Income 100 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. ... Dow Jones Select Dividend Index
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Trailing 10 Yearsvs. ... Dow Jones Select Dividend Index
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Trailing 5 Yearsvs. ... Dow Jones Select Dividend Index
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Annualized Standard Deviation

Trailing 15 Yearsvs. ... Dow Jones Select Dividend Index
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Trailing 10 Yearsvs. ... Dow Jones Select Dividend Index
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Trailing 5 Yearsvs. ... Dow Jones Select Dividend Index
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Return/Standard Deviation

Trailing 15 Yearsvs. ... Dow Jones Select Dividend Index
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Trailing 10 Yearsvs. ... Dow Jones Select Dividend Index
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Trailing 5 Yearsvs. ... Dow Jones Select Dividend Index
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The MarketGrader US Income 100 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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