Form ADV brochure · investment strategy
by Webull Advisors · via Form ADV brochure
Described as "A core portfolio strategy using traditional ETFs".
Description from Form ADV brochure
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“Specific balance between fixed income and equity per Risk Profile”
“A core portfolio strategy using traditional ETFs”
No published holdings for this strategy.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Multi-asset label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
7 missing
The text the rules are quoted from, with where it came from.
Specific balance between fixed income and equity per Risk Profile
Individualized Risk Profiles matched to client risk tolerance (number not stated)
Every value on file, each labelled with its calculation basis and as-of date.
| Rebalancing (methodology text) | Annually, quarterly or as determined by BlackRock; Webull also rebalances at 5% drift and on cash flows |
| Management / advisory fee | 0.20% | ||
| Minimum investment | $100 |
| Benchmark (methodology text) | Aims to outperform "respective benchmarks over a full market cycle" (not named) |
Composer Technologies · Composer
Composer Technologies · Composer
