Schwab Intelligent Portfolios coming 1st Qtr 2015

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Billionaire
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Joined: Sat Jan 04, 2014 3:05 pm

Schwab Intelligent Portfolios coming 1st Qtr 2015

Post by Billionaire »

I'm looking for thoughts and opinions regards these type of portfolios. Are any Schwab clients here considering this?

https://intelligent.schwab.com
smashhand
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Re: Schwab Intelligent Portfolios coming 1st Qtr 2015

Post by smashhand »

Clever way to harvest email addresses for marketing purposes.
Grt2bOutdoors
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Re: Schwab Intelligent Portfolios coming 1st Qtr 2015

Post by Grt2bOutdoors »

If they are Intelligent Portfolios in 1Q 2015, what does that say of their current batch - "The Schwab 2014 Dumb Portfolios"? :P
"One should invest based on their need, ability and willingness to take risk - Larry Swedroe" Asking Portfolio Questions
Kaufmanrider
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Re: Schwab Intelligent Portfolios coming 1st Qtr 2015

Post by Kaufmanrider »

Billionaire wrote:I'm looking for thoughts and opinions regards these type of portfolios. Are any Schwab clients here considering this?

https://intelligent.schwab.com

Yes, I am.

There are a number of threads already discussing this.

Here is one.

viewtopic.php?f=10&t=153375
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powermega
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Re: Schwab Intelligent Portfolios coming 1st Qtr 2015

Post by powermega »

There have been a few threads about this recently. If the service measures up to the marketing hype and rumors, then it will be a VERY nice platform. Basically, Wealthfront/Betterment/PersonalCapital without the charges.

Again, nobody knows any firm information, but I hope that the system will allocate ETFs across accounts in a tax-efficient way (bonds in the tIRA, etc). I hope the system can rebalance in a tax-efficient way, and automate the tax loss harvesting mechanics of using a swap ETF, etc.

Again, these are all hopes. We'll have to see what the reality is. Also, when I read "first quarter of 2015", by mind thinks that this gets rolled out on 3/31/2015.
Even a stopped clock is right twice a day.
Topic Author
Billionaire
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Joined: Sat Jan 04, 2014 3:05 pm

Re: Schwab Intelligent Portfolios coming 1st Qtr 2015

Post by Billionaire »

Thanks for pointing me in the direction of the other thread.
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