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As Robo-Advisors Cross $200 Billion In Assets, Schwab Leads In Performance
The numbers in the article for the Schwab robo seem accurate based on my own Intelligent Portfolio. Maybe a little higher then my actual return. My portfolio is about 62:26:12, eq:bonds:cash. I continue to bench mark my robo to make sure it is doing what I hoped. In comparing my own 2016 and 2017 return to some other balanced and target funds, it's doing just fine.
Comparing 2 year return as the article did, my robo beats the TRP 2020 retirement fund, Fidelity Balanced, Vanguard Balanced Index and the venerable Vanguard Wellington.
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Comparing 2 year return as the article did, my robo beats the TRP 2020 retirement fund, Fidelity Balanced, Vanguard Balanced Index and the venerable Vanguard Wellington.
2016 2017 accumulative
VFINX 11.8 21.7 33.5
my robo 11.7 15.1 26.8
TRRBX 7.4 15.7 23.1
FBALX 7.0 16.5 23.5
VBINX 8.6 13.8 22.4
VWELX 11.0 14.7 25.7
So far so good