Robo-advisors and other "intelligent" portfolios

Office Hours
#1

Hi,

I’d love to hear your thoughts during the next office hours about robo-advisors and other “intelligent” portfolios.

In theory they are supposed to provide access to a wider array of low-cost investment vehicles (like housing index funds), some tax-loss harvesting, and automated re-balancing. The fees are supposed to remain low, but in practice it’s harder to tell (because everything is getting divvied into multiple funds).

Do you have a general philosophy when it comes to these types of robo-advisors?

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#2

I’ll cover this in tonight’s office hours (12/9/2020) with the recording available afterwards on the course site!

If you’re not signed up for office hours, you can sign up here.