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E Trade CoreUNVERIFIED PLATFORM
UNVERIFIED PLATFORM
E Trade Core
Get invested with a professionally managed portfolio of leading exchange-traded funds (ETFs) customized to your investment goals.
UNVERIFIED PLATFORM
Highlights
+0.89%
Asset Class Return•30d
#37 Rank
In Robo Advisor•30d
Invest from
$500
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.
Things to Know
You make money on
Value + Dividends
Fees
0.3%
Min Investment
$500
Payout frequency
Quarterly
Term of investment
Zero
Target Return
7% - 10%
Liquidity
Easy
Open to
All Investors
Mobile Application
iOS, Android
Top Perks
Customize your recommended portfolio
Never pay commissions or transaction fees
Automatically rebalance your portfolio
Other ways to invest in Robo Advisor
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.
Established
1982
Country Available
US Only
Assets Managed
$346B
How You’re Taxed
Capital Gains
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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