Tag: Performance

Posted on October 1, 2020

Best Robo Advisor for 2020

  • Winner: SigFig
  • Runner-up: TD Ameritrade
  • Honorable Mention: Fidelity Go
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Posted on August 19, 2020

  • While the S&P 500 was down 3.09% for the first half of 2020, Titan Invest’s portfolio increased in value by 11.51%
  • In the first half of 2020, the top three equity performers, as measured by returns vs. the Normalized Benchmark, were Titan Invest, Morgan Stanley Robotics and Morgan Stanley Genomics
  • Schwab was the worst equity performer over the first half of the year
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Posted on August 14, 2020

  • Socially Responsible Investing continues to garner interest; 2019 net fund flows nearly 4X times greater than 2018 flows
  • Portfolio Sustainability metrics only slightly improve by choosing conscientious options
  • SRI funds are more expensive but promising performance has offset the fee hike thus far
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Posted on August 10, 2020

Overview

Vanguard Digital Advisor is the new robo advisor offered by the industry-heavyweight, Vanguard. This service is the new digital-only alternative to Vanguard’s popular hybrid-advisor offering, Vanguard Personal Advisor Services. Although some of the features are not fully available yet like “emergency funds” and “prepare for you debt”, we were excited to take a close look at this new offering. Vanguard for some time now has been the pioneer of low-cost investing, and now it has its own fully-automated robo advisor. 

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Posted on August 10, 2020

Ranked #1 for Best Overall Robo (Summer 2020 Robo Ranking)

Ranked #1 for Best Performance at a Low Cost (Summer 2020 Robo Ranking)

Overview

SigFig started as an offshoot of Wikinvest, a Wikipedia-style resource for investors.  Launched in 2012 as a free portfolio tracking and investment advisor referral service, SigFig is now one of the original robo advisors still in operation.  Between its platform and strategic partnerships with incumbent institutions such as UBS and Wells Fargo, SigFig has grown to over $835 million in assets under management.

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Posted on August 10, 2020

Best Robo for Performance at a Low Cost

Winner: SigFig
Runner-Up: Axos Invest

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