08-14-2018, 07:39 AM
(This post was last modified: 08-14-2018, 07:46 AM by WRXtranceformed.)
(08-13-2018, 04:58 PM)ViPER1313 Wrote: So the professional allocation underperformed my throw it in small/mid/large cap index funds and forget it strategy by 2% ?
Sure, if you want to compare apples to oranges. Unless your index funds are diversifying outside the market for you? Don't forget the tax shelters, we can compare our financial dicks and net after tax bills when we retire
I guess I should separate the mutual funds and market-only stuff so we are comparing same/ same but I was just legitimately curious how they've performed for you. I'm going under the assumption that those are literally the only investment vehicle some of you guys are using outside of maybe a company sponsored retirement plan. Putting all of your eggs into the market is too risky even for me.
Also, is the robo account selling for you whenever it chooses? If so, how are you managing the reallocations and tax bills?
Do you know the fees each of the new funds charge when you're getting bought into them or do you just trust the machine? I wasn't trying to be snarky, just legitimately curious.
Posting in the banalist of threads since 2004
2017 Mazda CX-5 GT AWD Premium
Past: 2016 GMC Canyon All Terrain Crew Cab / 2010 Jaguar XFR / 2012 Acura RDX AWD Tech / 2008 Cadillac CTS / 2007 Acura TL-S / 1966 5.0 HO Mustang Coupe
2001 Lexus IS300 / 2004 2.8L big turbo WRX STI / 2004 Subaru WRX / A couple of old trucks
2017 Mazda CX-5 GT AWD Premium
Past: 2016 GMC Canyon All Terrain Crew Cab / 2010 Jaguar XFR / 2012 Acura RDX AWD Tech / 2008 Cadillac CTS / 2007 Acura TL-S / 1966 5.0 HO Mustang Coupe
2001 Lexus IS300 / 2004 2.8L big turbo WRX STI / 2004 Subaru WRX / A couple of old trucks
