Timeline for Are Robo-advisors a Good Idea?
Current License: CC BY-SA 4.0
6 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Sep 29, 2018 at 2:39 | comment | added | Fomite | Two reasons: 1) This is one of two portfolios I have, the someone being a somewhat less risk tolerant retirement account where the comparison index problem is more clear (that's why I picked this one). 2) I'm lazy, and like that it auto-rebalances and deals with monthly transfers smoothly without input on my part. | |
| Sep 29, 2018 at 2:37 | comment | added | farnsy | As a side note, if you want all equity, why not just put everything in shwab's (or someone else's) total market index except for a little that you put in the total international index? | |
| Sep 29, 2018 at 2:32 | comment | added | Fomite | See the edit above. That's kind of why I asked the question - when I used to do this by hand, I was "closeish" to the S&P500, and some error and deviation is to be expected, but missing by that much, twice, seems...weird. | |
| Sep 29, 2018 at 1:53 | comment | added | farnsy | That's pretty crazy. A fully-diversified all-equity portfolio generated by a computer and trailing the S&P by more than 7% in a year twice in a row without charging any fees? That sounds like something that would be really difficult even if you were trying. Maybe you can add a little info about the portfolio composition it gave you so we can try and get this figured out. | |
| Sep 28, 2018 at 19:01 | comment | added | Fomite | Note that this algorithm is in all equities at maximum risk. It's likely got the easiest of all possible algorithmic problems to solve in the space of choosing a portfolio composition. | |
| Sep 28, 2018 at 17:59 | history | answered | farnsy | CC BY-SA 4.0 |