Wealthfront 13F Snapshot

I’ve been doing some research and thought I’d share this. Disclaimers… Not investment advice, not necessarily free of errors — I also substituted an equal amount of dollars as SPY once individual stock positions started getting smaller because these positions are from their tax-loss harvesting software, designed to basically mimic the S&P 500 (you can call me lazy, but I didn’t want to enter another 399 positions).

Using Morningstar and latest 13F (as of 12/31/14). Benchmarked against S&P 500 (total return)

Wealthfront 13F

 

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  1. Pingback: Your Guide to Understand (And Compete) with Robo-Advisors | I ❤ Wall Street.

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