MBA Portfolios
Managed Beta Allocation (MBA) Portfolios are non-leveraged, systematic, signal-driven, long-only tactical allocation strategies using MBA signals to potentially enhance return, and reduce risk, while sustaining a meaningfully lower beta across an entire market cycle.
MBA Portfolios use long-term tactical signals intended to take advantage of market declines by seeking to sell high and buy low – potentially reducing investor anxiety, restricting drawdowns, and increasing full – cycle returns. Our long- term tactical approach dramatically reduces taxable trades compared with more traditional, short-term tactical strategies.
Our base management fee is 35 bps annually for all MBA strategies, and can be higher depending on the platform and/or custodian. Other expenses, such as platform fees, trading fees, taxes, or any other fees are borne by the advisor or the advisor’s client.
Managed Beta Allocation
— please follow this link for a description of the MBA management process.
Advisor Portfolios Model Back-Test Returns & Statistics
— A comprehensive rolling period returns & portfolio statistics analysis (back-test & live) of all of our Hedge, LifeCore, MBA, MBA MAXX, & Probabilities portfolios.
— please follow this link for a description of the MBA management process.
Advisor Portfolios Model Back-Test Returns & Statistics
— A comprehensive rolling period returns & portfolio statistics analysis (back-test & live) of all of our Hedge, LifeCore, MBA, MBA MAXX, & Probabilities portfolios.
MBA: Dividend Income Portfolio
MBA Dividend Income Portfolio seeks to provide a rising dividend income that is at least 50% higher than the Vanguard 500 Index (VFINX), with dividend growth rates and market returns similar to VFINX with a lower Beta over a full market cycle. The Portfolio invests in 16 individual, dividend paying companies (60% of portfolio), and one dividend paying ETF (40% of the portfolio)
MBA: Growth Portfolio
MBA Growth Portfolio seeks to outperform the Vanguard 500 Index (VFINX) over a full market cycle with significantly less risk, potentially evidenced by a much lower beta, significantly lower maximum drawdown, and a meaningfully higher Sharpe Ratio
MBA: Technology Portfolio
MBA Technology Portfolio seeks to outperform the iShares US Technology ETF (IYW) over a full market cycle with significantly less risk, potentially evidenced by a much lower beta, significantly lower maximum drawdown, and a meaningfully higher Sharpe Ratio.
MBA: MegaTrends Portfolio
MBA MegaTrends Portfolio applies MBA management to a carefully curated selection of First Trust Portfolio’s thematic ETF’s, seeking to out-perform a static portfolio of these ETFs as well as the Vanguard 500 Index (VFINX) over a full market cycle with significantly less risk, potentially evidenced by a much lower beta, significantly lower maximum drawdown, and a meaningfully higher Sharpe Ratio.