The Sophisticated Digital Investor

Expert insight on investing, the markets, and startups from the viewpoint of the most sophisticated digital wealth manager Hedgeable

21 May
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Study: Robo-Advisor Heavy Exposure to International Equities

We’ve been asked many times about how investment advisors choose to allocate clients across geographic markets, with some focusing more on the U.S. and some focusing more on international markets. This has been particularly true with the rise of robo-advisors and greater transparency of portfolio holdings during the sign up process. Many robo-advisors are heavily […]

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26 Mar
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Study: Downside Protection vs. Tax-Loss Harvesting

Recent robo-advisor studies claim that tax-loss harvesting can add around 1% to an investor’s after-tax return. For more on these claims, check out this guest post from Henry Bee of Cassia Research in Canada that lays out some important points to consider. Unfortunately, many of the players in the digital advisory space have used tax-loss harvesting as their […]

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10 Mar
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Schwab Intelligent Portfolios Review Part II: Wall Street’s New Cash Cow

Compare Hedgeable vs. Schwab Intelligent portfolios HERE Schwab’s new robo-advisor product Intelligent Portfolios has officially launched. This marks a big swing in the industry and it will be interesting to see how it pans out over the next few months. For some, the conflicts of interest pervading the whole program will be too much of […]

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29 Jan
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Epic Fail: Modern Portfolio Theory in 2014

Last year was an interesting one in the investing world, with U.S. equities and bond markets performing well and most other markets struggling. It was a bit of an anomaly and, if nothing else, this was a another blow to passive investment philosophies based on Modern Portfolio Theory. Indeed, this line of thinking has failed […]

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21 Oct
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Chart Up

Past Performance Is Not Indicative…Until It Is

You have heard this phrase a million times— past performance is not indicative of future performance, past performance is no guarantee of future results, past performance does not necessarily predict future results— or some variation like it. That is because the SEC mandates that any asset manager use it in their marketing materials as a […]

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