MyAdvisor
A New Generation of Digital Wealth Management
BBAE’s MyAdvisor brings cutting-edge wealth management to your fingertips. Our technology-powered portfolios track smart beta indexes with track records of outperforming the market.
The fee structure for managed portfolios in BBAE's MyAdvisor 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.
- Minimum investment
- $2,000
- Annual advisory fee, based on assets under management
- 0.50%
Smart beta portfolios powered by MarketGrader
Smart beta, including BBAE’s portfolios below, is not about chasing high returns. Rather, think of it as a better building block for your portfolio’s baseline. A modest step forward that, compounded over the years, should give your portfolio a big leg up.
The MarketGrader US Core Portfolio Index2026-08
The BBAE MarketGrader Core Portfolio
The BBAE MarketGrader Core Portfolio seeks investment results that correspond, generally, before fees and expenses, to the performance of the MarketGrader US Core Portfolio Index. The MarketGrader US Core Portfolio Index provides exposure to a rules-based index intended to give investors a means of tracking U.S. companies that rank highly in MarketGrader’s GARP (growth-at-a-reasonable-price) + Quality analysis. Through a diversified exposure to US equities across large, mid, and small caps, the index is intended to serve investors as a core holding within their portfolio. The MarketGrader US Core Portfolio Index is built from a combination of four MarketGrader Indexes that include the MarketGrader US Select Large Cap Index, the MarketGrader US Large Cap 100 Index, the MarketGrader US Mid Cap 100 Index, and the MarketGrader US Small Cap 100 Index.
- 投資組合 · 10Y
- +399.9%
- 基準指數 · 10Y
- +317.9%
包含回測數據. The MarketGrader US Core Portfolio Index, the MarketGrader US Growth Compounding Portfolio Index and the MarketGrader US Income 100 Index were 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.
| 指標 | 投資組合 | 基準指數 |
|---|---|---|
| 累計回報 · 5Y | +92.1% | +82.5% |
| 累計回報 · 10Y | +399.9% | +317.9% |
| 累計回報 · 15Y | +891.3% | +729.1% |
| 年化回報 · 10Y | +17.5% | +15.4% |
| 波動率 · 10Y | 16.5% | 15.4% |
持倉示例15
- Alphabet
- Apple
- Bank of America
- Broadcom
- Chevron
- Eli Lilly
- Exxon Mobil
- JPMorgan Chase
- Mastercard
- Meta
- Microsoft
- NVIDIA
- Tesla
- UnitedHealth Group
- Visa
適合人群
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.
選擇它的理由
- 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.
重要提示
- 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.
Find your portfolio
Answer three quick questions to see which MyAdvisor portfolio may suit your goals.
第 1 步，共 3 步
What should your portfolio do for you?
僅供示意，不構成投資建議。完整的風險評估問卷請在 App 內填寫。
What is Smart Beta?
Smart Beta is an investment strategy that combines the benefits of both passive and active investing. It aims to outperform traditional market-cap-weighted indexes by using alternative weighting schemes based on quantitative factors, such as value, growth, or quality. This approach generates excess returns over time by systematically exploiting market inefficiencies.
Why MyAdvisor
Active Portfolio Management
BBAE’s MyAdvisor smart beta portfolios consist of stocks selected based on growth and value factors. These portfolios are rebalanced regularly to optimize performance using dynamic style mapping.
Diversified and Transparent
With BBAE’s MyAdvisor, you can own baskets of stocks at the touch of a button – baskets that often contain hundreds of stocks, making them as diversified as broad-market ETFs of mutual funds. Yet unlike funds, you own each position individually, giving you full transparency.
Expert Collaboration
BBAE’s MyAdvisor has strategic partnerships with some of the industry’s most respected asset allocators, including MarketGrader, a 20-year veteran of smart beta, which has a history of creating portfolios that have outperformed their benchmarks, and BlackRock, the world’s largest asset manager.
Accessible & Affordable
BBAE’s MyAdvisor ensures smart beta investing is within reach for all investors minimums as low as $2,000. Our fees are reasonable and straightforward: 50 basis points annually for assets in all portfolios.
Tailored Financial Guidance
With BBAE MyAdvisor, you gain access to personalized, expert financial guidance designed to help you navigate the complexities of the market and make informed decisions for your financial future.
Comprehensive Risk Evaluation
We assess your risk tolerance through an in-depth questionnaire, then construct your portfolio to generate targeted returns at a risk level you’re comfortable with. Our rigorous evaluation process helps protect you from overextending your investment risk.
About MarketGrader
Founded in 1999, MarketGrader has pioneered smart beta and alternative indexing for more than 20 years. By analyzing 41,000 global stocks daily using a proprietary and fundamentals-based 24-variable method, MarketGrader produces a rating on every stock, and in turn produces smart beta indexes based on those weightings. A full 47 out of MarketGrader’s 52 indexes have beaten their benchmarks over the past 10 years – and by more than 4 percentage points per year, on average.
- Year founded
- 1999
- Global stocks analyzed daily
- 41,000
- Fundamental variables in every rating
- 24
- Indexes that beat their benchmarks over the past 10 years
- 47 of 52
Open an Account Today
Discover the power of smart beta investing with BBAE MyAdvisor. Open an account today to unlock tailored financial guidance and take control of your financial future!
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