Search found 6 matches

by Cam_949
Wed Jun 17, 2020 7:11 pm
Forum: Personal Investments
Topic: Deleted
Replies: 6
Views: 327

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by Cam_949
Wed Jun 17, 2020 5:43 pm
Forum: Personal Investments
Topic: Should I leave Betterment?
Replies: 38
Views: 9536

Re: Should I leave Betterment?

Get out. Buy a low-cost S&P 500 index fund and a low-cost bond index fund and call it a day. By way of comparison: I'm paying a total expense ratio of .02% at Fidelity ($20 per $100,000 annually) for the above funds. You are paying $250 per $100,000 annually, and may also be paying the underlyi...
by Cam_949
Wed Jun 17, 2020 4:59 pm
Forum: Personal Investments
Topic: Should I leave Betterment?
Replies: 38
Views: 9536

Re: Should I leave Betterment?

Following up! Did you ever decide to transfer out? I just created a post as I am leaning towards using the flexible portfolio strategy at Betterment in order to basically sell everything off but VTI. Once those trades settle I will do an in kind transfer of VTI at Betterment over to Vanguard. One co...
by Cam_949
Wed Jun 17, 2020 12:49 pm
Forum: Personal Investments
Topic: Deleted
Replies: 6
Views: 327

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by Cam_949
Wed Jun 17, 2020 11:17 am
Forum: Personal Investments
Topic: Betterment Safety Net for Emergency Fund?
Replies: 8
Views: 795

Re: Betterment Safety Net for Emergency Fund?

The betterment safety net is 13 ETFs - for a 15/85 mix of Stocks/Bonds. You can easily replicate it with 15/85 mix of any SP500 or total stock ETF like VOO and any short term bond/treasury fund(s). Just an FYI that the new Betterment Safety Net is 15/85 but the old is a 60/40 (Bonds/Equities). The ...
by Cam_949
Tue Jun 16, 2020 8:15 pm
Forum: Personal Investments
Topic: Deleted
Replies: 6
Views: 327

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