Tag: TD Ameritrade
Posted on May 14, 2020
- TD Ameritrade, Wells Fargo, and Axos captured more upside than downside
- Our Wealthsimple suite impressed with downside reduction
- Decisions in fixed income drive risk mitigation
Posted on May 1, 2020
- SRI portfolios remain popular and continue to perform well
- Wealthsimple SRI is the top 1- and 2-year total portfolio performer
- Morgan Stanley SRI leads 1-year equity performance
Posted on March 13, 2020
News of the novel coronavirus has dominated the 2020 news cycle. Both equity and bond markets have been extremely volatile, and the S&P 500 Index has dipped into bear market territory after dropping as much as 25% from its previous high. However, many other developments have taken place during the year. Morgan Stanley is set to acquire E*Trade in an all-stock deal valued at $13 billion. Citigroup unveiled its new robo advisor, and Goldman Sachs is expected to do the same soon.
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Posted on March 8, 2020
- The recent shock from the coronavirus has pushed the down S&P 500 down as much as 27%
- The drop provided robo advisors with an opportunity to place tax-loss harvesting trades
- Only a few robo advisors have heavy fixed income allocation to Treasury bonds, one of the few areas of the market that has fared well during the crisis
Posted on March 5, 2020
- The recent shock from the coronavirus has pushed the down S&P 500 down as much as 15%
- The drop provided robo advisors with an opportunity to place tax-loss harvesting trades
- Most robos exhibited similar upside and downside capture ratios, with a few exceptions
Posted on February 25, 2020
Investing with a focus on environmental, social, and governance (ESG), also known as socially responsible investing (SRI), has increased rapidly in popularity as of late. Morningstar reported that ESG/SRI funds had a net inflow of $20.6 billion dollars in 2019. This is a 300% increase from net flows in 2018. But how is ESG/SRI performance?
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