Stock Talk - Ep 134 - Robo advisor portfolio mid-year review

We’re half-way through the year and so I thought it would be a good time to check back into my ROBO portfolio to see how it’s doing and if there is anything interesting going on. Three and half years ago I decided to try an experiment and find out for myself. I setup an account with one of the big Robo Adviser firms and invested $5000 of my own money into it. My goal was to go through the process and blog about my experience and more importantly, the results. I said that we need a good five years to really get a handle on how effective these services are compared to traditional wealth management services. Well, we're coming upon the 4th anniversary of my ROBO account, so in this episode I take a look at how it’s doing at the mid-year mark.