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What to do? Roboadvisor has underperformed the S&P500 by 12.5%

3 点作者 danielodio超过 9 年前

1 comment

GCA10超过 9 年前
That&#x27;s unfortunate! Looking at the chart, it seems as if Betterment&#x27;s system excels at giving you 100% participation in each market decline, offset by about 70% participation in each advance.<p>Yikes! That&#x27;s like playing cards at a casino poker table with a big house rake. The pattern is so consistent that it looks as if it&#x27;s a built-in feature of their model, whether they know it or not.<p>It&#x27;s hard for me to imagine any reason to keep more than lunch money in such an account. I can understand the desire, out of sheer intellectual curiosity, to see how the system works. But their product right now looks inferior to a much simpler buy-and-hold approach, based on a relatively static asset allocation that you determine yourself.<p>There&#x27;s also fair amount of financial history of can&#x27;t-miss algorithmic investing that didn&#x27;t work out, after all. Two examples that come to mind are portfolio insurance (1987) and Long-Term Capital Management (1998.)
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