E Trade Core

Robo Advisor

Get invested with a professionally managed portfolio of leading exchange-traded funds (ETFs) customized to your investment goals.

Investment risk

Low

Min investment

$500

Target return

7% - 10%

Fees

0.3%

Overview

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.

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Manage your E Trade Core account and thousands of other platforms with MoneyMade Portfolio!

Why Invest

  • Customize your recommended portfolio
  • Never pay commissions or transaction fees
  • Automatically rebalance your 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.

Things to know

  • You make money onDividends + Value
  • Fees0.3%
  • Payout frequencyQuarterly
  • Term of investmentZero
  • LiquidityEasy
  • Open toAll Investors

Company

  • Country availabilityUS only
  • Assets under management$346B
  • Established1982
  • Mobile ApplicationIOS, Android

Investment Return Calculator

Calculate your estimated return to reach your investment goals.

$

%

years

$

Monthly

Amount invested

$7,000

Total fees

$81.54

Value after fees

$8,696.43

Any references to past performance, regarding financial markets or otherwise, do not indicate or guarantee future results.

Forward-looking statements, including without limitations investment outcomes and projections, are hypothetical and educational in nature. The results of any hypothetical projections can and may differ from actual investment results had the strategies been deployed in actual securities accounts.

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