MARTINSVILLE, NJ / ACCESSWIRE / November 16, 2023 / The Robo Report® Edition 29 has been released today covering the third quarter of 2023, announced Ken Schapiro, MBA, CFA, Founder and CEO of Condor Capital Wealth Management.
The Robo Report has accumulated 5-year track records for many top robo advisors. This edition tracks 42 accounts at 27 different providers.
"For both the YTD and one-year categories, Stash took the top spot thanks to, in part, a large allocation to growth" said David Goldstone, CFA, Manager of Investment Research at Condor Capital.
"For three-year trailing returns, Schwab Domestic Focus benefited for its high exposure to U.S. equities, which was a major determining factor for the winners for this time period," said Thomas Leahy, CFA, Financial Advisor at Condor Capital. "Schwab's Domestic Focus portfolio also benefited from it's fundamental-weight ETFs," added Leahy.
Kristopher Jones, CFA, Financial Analyst for Condor Capital added, "Marcus Core IRA was the top performer in the five-year category, due in large part to its large domestic equity allocation."
Highlights:
Year-to-Date Total Performance Winner: Stash Smart Portfolio, 2nd: SoFi, rd: Vanguard Digital Advisor
One-Year Total Performance Winner: Stash Smart Portfolio, 2nd: Betterment Broad Impact SRI, 3rd: Fidelity Go
Three-Year Total Performance Winner: Shwab Domestic Focus, 2nd: Wealthfront (2016), 3rd: Zacks Advantage
Five-Year Total Performance Winner: Marcus Invest Core IRA, 2nd: Wealthfront (2016), 3rdZacks Advantage
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SOURCE: Condor Capital Wealth Management
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