MarketGrader Core Portfolio

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Cumulative 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 BBAE MarketGrader portfolios are designed to track model portfolios developed by MarketGrader, which are "indexes of indexes." All historical data presented on this page solely pertains to the backtested performance of the model portfolios created by MarketGrader. It is important to note that this historical data does not reflect the actual performance of any BBAE portfolio, and that backtested results do not represent realized investment outcomes. Actual investment results may differ and will include fees, and may be affected by trading slippage and other factors. All figures are based on total returns, through August 31, 2023.

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The Numbers

The BBAE MarketGrader portfolios are designed to track model portfolios developed by MarketGrader, which are "indexes of indexes." All historical data presented on this page solely pertains to the backtested performance of the model portfolios created by MarketGrader. It is important to note that this historical data does not reflect the actual performance of any BBAE portfolio, and that backtested results do not represent realized investment outcomes. Actual investment results may differ and will include fees, and may be affected by trading slippage and other factors. All figures are based on total returns, through August 31, 2023.

Annualized Return

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

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

Trailing 15 Yearsvs. ... S&P 500
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Trailing 10 Yearsvs. ... S&P 500
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Trailing 5 Yearsvs. ... S&P 500
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The BBAE MarketGrader portfolios are designed to track model portfolios developed by MarketGrader, which are "indexes of indexes." All historical data presented on this page solely pertains to the backtested performance of the model portfolios created by MarketGrader. It is important to note that this historical data does not reflect the actual performance of any BBAE portfolio, and that backtested results do not represent realized investment outcomes. Actual investment results may differ and will include fees, and may be affected by trading slippage and other factors. All figures are based on total returns, through August 31, 2023.

Sample Positions

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