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I'll post more later, but here's a quick post for now: 1) Most of my assets are with Wealthfront and I'm quite happy with them. 2) I have more than 100k but less than 500k with them, so I qualify for tax-loss harvesting but not the 'WF500' 3) I haven't actually harvested any losses so I can't comment on that -- I've been with them since January and every component of my portfolio is up at least 2% since then. My allocation is more aggressive than yours (I think I'm a 7.5 or 8 on the risk scale). 4) Wealthfront definitely is aimed at high-income tech workers, hence the muni bonds. They are really popular out here (SF/the Bay Area). 5) IMO their claims of tax alpha are overblown but there is some small benefit to it. 6) I've read that quora article and that pivot is a bit scary, but it was a long time ago and they've clearly found their niche. 7) Their web app is good. Their iOS app is really good. 8) IMO the biggest benefit of Wealthfront to most people is that it encourages good investing habits. A diversified portfolio, automatic rebalancing, regular deposits, etc. That's probably worth 0.25% to a lot of people right there. 9) I expect them to get acquired in the not-too-distant future. 10) If you're signing up, I can send you a referral link -- both of us get an additional $5k managed free of fees.
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Apr 16, 2014 20:55
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| # ¿ May 10, 2024 15:16 |
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