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 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. ... 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 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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