Stock Talk - Ep 69 - Breaking news on my robo portfolio!


I thought I would take a break from talking about robo advisers, but I discovered something in my robo portfolio that I couldn't put off sharing with you. One of the key value propositions of robo advisers is they stay disciplined to keeping your portfolio diversified across different types of stocks and bonds. When certain parts of the portfolio stray away from their allocations and increase or decrease significantly, the robo computer would rebalance via buying and selling the appropriate Exchange Traded Funds (ETF's). Earlier this week I happened to be checking on my portfolio and was taken aback about how the portfolio was looking. In this episode I share what I discovered about how my robo portfolio looks now.