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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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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26 Feb
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Schwab Intelligent Portfolios Review

Compare Hedgeable vs. Schwab Intelligent portfolios HERE Charles Schwab has been promising to revolutionize the robo-advisor industry with its new Intelligent Portfolios program — see CEO Walter Bettinger’s and new retail chief Terri Kallsen’s assertion that the service will draw an astounding $400 Billion in assets over the next few years. Now that the time is […]

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06 Feb
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The Haves, The Have-Nots, And The Third Market Bubble

It’s no secret that the U.S. stock market has been on a tear — the past 6 years has marked one of the longest bull runs in our history. It’s also no secret that the run has been aided by stimulus and an extended period of zero interest rates coming from the Federal Reserve. The […]

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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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