- All portfolios are equal-weighted(unless otherwise stated).
- For the purpose of demonstration, all portfolios assume a starting balance of $10,000 U.S.
- Many Coire accounts have a minimum investment of $1,000 U.S.
- Portfolios with a launch date of fewer than 5 years are backtested.
- Trailing return and volatility are calculated as of the last full calendar quarter excluding management fees; portfolio income is rounded down to the nearest $1 unless otherwise noted; and the US stock market (S&P 500) is used as the benchmark for calculations unless otherwise noted.
- Value-at-risk metrics are based on monthly values.
- Not all stocks pay dividends, which is reflected in the TTM Yield.
- Significant effort is made to ensure that asset allocation models are in line with account summary, but not always possible.
- Market capitalization data is based on the rescaled long position of the equity holdings.
- Sector data is based on the rescaled long position of the equity holdings.
- Return attribution decomposes portfolio gains into their constituent parts and identifies the contribution to returns by each of the assets.
- Risk attribution decomposes portfolio risk into its constituent parts and identifies the contribution to overall volatility by each of the assets.
- Annualized rolling returns are based on a 36 or 60-month cycle.
Galleon Core accounts are for investors who seek a low-fee option to invest in the stock, bond, and commodity markets, and do not seek additional services such as financial or estate planning, wealth management services, managed philanthropy, or retirement planning. Investors in need of these types of services should contact us to talk about [...]
Keeping your costs under control – greater cost savings can help you build more wealth over time. Making investing more affordable for everyone- Galleon Core accounts combine 0.0% expense ratios with low management fees and 0.0% 12b-1 or other hidden fees. Expense ratios that are, on average, 100% lower than mutual funds or ETFs with comparable [...]
Asset classes represent different segments of the economy and the financial markets. For example, the taxable bond asset class is comprised of debt securities such as U.S. Government bonds and Corporate bonds, whereas the international equity asset class includes stocks of publicly traded companies that are not based in the United States. Similar to [...]
The best way to compare Core accounts to mutual funds or ETFs is to think of Core as a selection of low-fee, tax-efficient, diversified sub-accounts that, when grouped together, have the potential to create an entire investment portfolio, but without the added expense fees, additional 12b-1 fees, or other related fees.1 Most importantly, Core [...]
Yes. The instruments in which you will invest are marketable securities, which almost always fluctuate in value. Even if you have invested in U.S. government bonds, the market value of the underlying bonds changes in response to various external factors, such as changes in interest rates. Stocks and ETFs also change in value, as do [...]