Portfolio Performance

Portfolio Returns

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Annual Returns Annualized Return Cumulative Return Standard Deviation
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Annual Returns
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View Disclosures


TradeKing Advisors’ recommendations and service were not available during the entirety of the time period shown. Performance displayed prior to May of 2014 was obtained from Historical Seeded Portfolios of Ibbotson Associates, Inc. (‘Ibbotson Seeded Portfolios’), a registered investment advisor and sub-advisor to TradeKing Advisors. Ibbotson is responsible for the construction and management of all portfolios currently offered by TradeKing Advisors. Ibbotson Seeded Portfolios’ inception dates are 09/30/2007. 2) Performance displayed after May of 2014 was obtained from TradeKing Advisors Seeded Portfolios (‘TKA Seeded Portfolios’). TKA Seeded Portfolios’ inception date is 05/30/2014.

Both Ibbotson and TKA Seeded Portfolios are investment accounts established for the purpose of performance tracking. They have similar investment objectives and strategies as the portfolios being offered by TradeKing Advisors. They may at times not contain the same security holdings as the security holdings currently underlying the portfolio. In no way should their performance be: considered indicative or a guarantee of the future performance of an actual client’s portfolio with the same strategy; considered indicative or the actual performance achieved by actual clients in the same strategy; or viewed as a substitute for the actual portfolios recommended to individual clients. Other fees or expenses may apply to the account of an individual client, which would reduce the performance quoted. Past performance is no guarantee of future results.

Returns from May 2014 to November 2014 have been adjusted to reflect the maximum TradeKing Advisors advisory fee of 0.75%. Returns for all other periods have been adjusted to reflect the maximum TradeKing Advisors advisory fee of 0.25%. All returns assume reinvestment of dividends and capital gains. The portfolios were rebalanced according to a threshold strategy: when positions drift beyond pre-defined positional thresholds, a rebalance event may occur to restore the original target weighting. All returns are calculated net of advisory fees, commissions, and exchange-traded fund expenses. Please refer to our Wrap Fee Program Brochure (Form ADV Part 2A) for detailed information pertaining to Services, Fees, and Risks.


Individual investors may experience different results from the results shown. There is a potential for loss that is not reflected in the information portrayed. There is no guarantee that the investment process will lead to positive results. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Material economic and market events that might have occurred during the time period shown could have had an impact on any investment advisor’s decision-making. We assume that an investor’s risk profile and target allocation would not have changed during the time period shown; however, an actual investor may have experienced changes to their portfolio plan in response to changing suitability profiles and investment objectives, particularly during the long term period shown. Potential tax consequences resulting from trades are not being considered.

The return and performance information shown uses or includes information compiled from third-party sources. TradeKing Advisors believes the third-party information comes from reliable sources, but does not guarantee the accuracy of the information and may receive incorrect information from third-party providers. Unless otherwise indicated, the information has not been reviewed, compiled or audited by any independent third party or public accountant.

Portfolios are offered through TradeKing Advisors, Inc. an SEC registered investment advisor. Brokerage accounts are serviced by TradeKing Securities, LLC and advisory client account assets are custodied with Apex Clearing Corporation, members FINRA and SIPC. TradeKing Advisors and TradeKing Securities, LLC are wholly owned subsidiaries of TradeKing Group, Inc. TradeKing Group, Inc. is a wholly owned subsidiary of Ally Financial Inc. Please refer to our Wrap Fee Program Brochure for detailed information pertaining to Services, Fees, and Risks.