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Old 12-07-2020, 05:12 AM   #21
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i have no complaints with CS. USAA dumped my money on them and i was forced to learn a little. then i moved it all to CS. i have both the robo service and the managed service. i've visited my advisor twice with no hassles at all. he emails me regularly and calls too. i am the guy who walks away and lets them do their job.
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Old 12-08-2020, 02:03 PM   #22
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One year ago I split my IRA money with Schwab in half. I split it equally between the Intelligent Portfolio (robo investor) and MY picks of Index Funds.

Robo investor has the $100K investment split between 22 funds and YTD returned 12.98%. The Index funds, 4, have returned 23.47%.
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Old 12-08-2020, 02:35 PM   #23
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Quote:
Originally Posted by Indiana Randy View Post
One year ago I split my IRA money with Schwab in half. I split it equally between the Intelligent Portfolio (robo investor) and MY picks of Index Funds.

Robo investor has the $100K investment split between 22 funds and YTD returned 12.98%. The Index funds, 4, have returned 23.47%.
Wow. That's quite a difference. Were your selections sector funds where you got lucky or did Schwab fall on its nose somehow?

As mentioned I tried them with $100K over two years vs 65/35 US/International total market funds and the Schwab results were close, but slightly behind, the 65/35 portfolio.
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