Get invested with a professionally managed portfolio of leading exchange-traded funds (ETFs) customized to your investment goals.
Asset Class Return•30d
In Robo Advisor•30d
Create a plan that fits your goals. Tell them where you’d like to be, and they’ll do the rest. Your investment strategy can be customized with socially responsible investments and more. Core Portfolios makes investing easy. Their team of experts paired with automated technology takes care of day-to-day investing. They'll build and manage your portfolio to help keep you on track for long-term goals. Plus, if your goals ever change, it's easy to adjust your strategy.
E*TRADE Capital Management follows a disciplined investment strategy based on principles of Modern Portfolio Theory (MPT). MPT is a widely utilized framework for building diversified investment portfolios.
Things to Know
You make money on
Value + Dividends
Term of investment
7% - 10%
Customize your recommended portfolio
Never pay commissions or transaction fees
Automatically rebalance your portfolio
See inside MoneyMade’s 6-figure multi-asset portfolio
How you make money
Stock price appreciation + dividends. For reference: according to historical records, the average annual return from the S&P Index since its inception in 1926 through 2018 is approximately 10%–11%. The average annual return since adopting 500 stocks into the index in 1957 through 2018 is roughly 8%. Adjusted for inflation, the historical average annual return is around 7%. However, it's important to note that each Robo has their own investment strategy that can influence returns.
How E Trade Core makes money
E Trade Core charges investors a .30% annual management fee.
Is it safe?
Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.
How You’re Taxed
As with any stock realized stock gains, investors are subject to capital gains tax. If gains are realized within one year, you are taxed at your income tax rate. If gains are realized after one year, you are subject to a long-term capital gains tax of 0% to 20%. A common service that some robo-advisors offer through their systems is automatic tax-loss harvesting. Tax-loss harvesting is a deliberate strategy whereby any loss from the sale of a security in a taxable account is used to offset a capital gain or taxable income, thereby reducing the tax paid.
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