MARTINSVILLE, NJ / ACCESSWIRE / November 17, 2021 / 21st edition of the Robo Report® is released covering the third quarter of 2021.
According to David Goldstone, Manager of Investment Research, "This proved to be an interesting year to monitor which robo advisors had portfolios positioned for rising inflation and rising interest rates. Investors in Morgan's Inflation Conscious Portfolio can rest assured that their thematic portfolio followed through with its theme."
Thomas Leahy, Senior Investment Analyst, explained: "On the fixed income side, TIPs were a strong choice this year considering rising inflation levels, while municipal bonds proved to be attractive options for investors seeking tax-efficient yield."
"Our Marcus account has shown notable performance as the robo took first place for the 3-year performance against its Normalized Benchmark."
Starting with this Report, the publisher will just track all major providers in the industry to continue to provide its research at no cost to readers. This Report offers investor tips for selecting portfolios. "While we will continue to publish performance returns each quarter, some other data points, like the AUM table, portfolio allocation information, and Sharpe ratios, will not be updated every quarter but will be updated at least once a year," said Ken Schapiro, the Robo Report Publisher.
Year-to-Date Top Performers
Total Portfolio: Best: Schwab Domestic Focus; 2nd: Morgan Stanley Inflation Conscious; 3rd: Wealthfront
Equity: Best: Schwab Domestic Focus; 2nd: Zacks Advantage; 3rd: Wealthfront
Fixed Income: Best: Schwab Domestic Focus; 2nd: Fidelity Go; 3rd: Fifth Third Bank OptiFi
1-Year Trailing Top Performers
Total Portfolio: Best: Schwab Domestic Focus; 2nd: Schwab; 3rd: Morgan Stanley Inflation Conscious
Equity: Best: Schwab Domestic Focus; 2nd: Schwab; 3rd: Morgan Stanley Inflation Conscious
Fixed Income: Best: Schwab Domestic Focus; 2nd: Fidelity Go; 3rd: Fifth Third Bank OptiFi
3-Year Trailing Top Performers
Total Portfolio: Best: Marcus Invest Core IRA; 2nd: T. Rowe Price ActivePlus IRA; 3rd: US Bank Automated Investor
Equity: Best: Marcus Invest Core IRA; 2nd: Morgan Stanley SRI; 3rd: SoFi
Fixed Income: Best: E*Trade Core; 2nd: SigFig; 3rd: Schwab
5-Year Trailing Top Performers
Total Portfolio: Best: SigFig; 2nd: Fidelity Go; 3rd: Vanguard P.A.S.
Equity: Best: Fidelity Go; 2nd: SigFig; 3rd: Vanguard P.A.S.
Fixed Income: Best: Schwab; 2nd: SigFig; 3rd: E*Trade Core
Please note:
Performance is partly based on The Robo Report's innovative method to compare globally diversified portfolios called Normalized Benchmarking. A methodology of Normalized Benchmarking, details of how they create the scores and ranking and the Robo Report® and the Robo Ranking® are all available for free at https://www.backendbenchmarking.com/the-robo-report/.
All data tables can be found online: www.backendbenchmarking.com/data/
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Disclaimer of Warranties:
Research is provided "as is" with all faults. The Company disclaims all warranties of any kind regarding the Research, either express or implied, including but not limited to, any implied warranty of merchantability, fitness for a particular purpose, ownership, noninfringement, accuracy of informational content, and absence of viruses and damaging or disabling code.
The Company does not warrant the accuracy, completeness, or timeliness of the Research. The Company shall not be responsible for investment decisions, damages, or other losses resulting from use of Our Research.
Past performance does not guarantee future performance. The Company shall not be considered an "expert" under the Securities Act of 1933. The Company does not warrant that this service complies with the requirements of the FINRA or any similar organization or with the securities laws of any jurisdiction."
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SOURCE: The Robo Report
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