Personal capital vs wealthfront

Amazon
youtoo

Go to company page Amazon

youtoo
Jun 4, 2018 8 Comments

Anyone having used or analysed both care to comment ?

comments

Want to comment? LOG IN or SIGN UP
TOP 8 Comments
  • Nutanix
    BloomFiltr

    Go to company page Nutanix

    PRE
    Google
    BloomFiltr
    Wealthfront am testing a small account there. Returns are pretty much non existent. My other investments during the same have done a good 8-10%. I think these robo guys are going ultra conservative. Experienced the same with blooom. It put 0% in the tech sector :) personal capital gives a nice story but it’s all just gimics. Haven’t gone with them.
    Jun 4, 2018 2
    • Pure Storage / Eng
      r@nd03

      Go to company page Pure Storage Eng

      r@nd03
      How long have you been investing with Wealthfront? Does it allow to choose the level of risk in your investments? Would like to know returns so far this year. PC has been pretty flat this year although I have opted for a high growth strategy (slightly lower volatility than an all stock portfolio).
      Jun 4, 2018
    • Nutanix
      BloomFiltr

      Go to company page Nutanix

      PRE
      Google
      BloomFiltr
      Abt a yr.
      Jun 5, 2018
  • New / Other
    ↔️

    New Other

    ↔️
    The first 10k (or 15k?) you have under Wealthfront has no management fee. Why don't you just try it out?
    Jun 4, 2018 1
    • Stripe / Eng
      qCia07

      Go to company page Stripe Eng

      PRE
      Yahoo, Apple, Wealthfront
      qCia07
      Wealthfront no longer provides 10k managed free for new users signed up after April 1, 2018, though 5k referral bonus still exists. Existing users get grandfathered anyway. OP please find a referral link online and get 5k managed for free.
      Jun 5, 2018
  • Amazon
    3headed🐒

    Go to company page Amazon

    PRE
    Microsoft
    3headed🐒
    Both are crap
    Jun 5, 2018 0
  • Pure Storage / Eng
    r@nd03

    Go to company page Pure Storage Eng

    r@nd03
    I have a PC account. I got 17+% returns last year. It has been flat this year (up by less than 1%). All of this is after fees. I can see some benefit from tax loss harvesting. I don’t think the service is worth the fees though. My other stock investments have done better during this time. I don’t have enough experience with their service yet to say if their rebalancing method protects against recession or softness in one sector compared to my own investments (which would be very volatile under such scenarios).
    Jun 4, 2018 0
  • Airbnb
    jim.hodlen

    Go to company page Airbnb

    jim.hodlen
    pc tried to sell me an equal weighted s&p 500 portfolio basically and their charged rate is much higher than an equivalent etf. they do offer some additional services but I’m not that sophisticated an investor and didn’t see much value in those.
    Jun 4, 2018 0