Here are some snapshots for this feature. 

Again, we are seeing

  • All of the mutual fund based advanced static portfolios out performed their original index fund based portfolios by a big margin. 
  • Similarly all of the portfolios our performed VBINX significantly. 
To summarize, we believe users can utilize this new feature to create portfolios with their own allocations. Furthermore, lazy portfolios can be used as allocation templates and applied to a particular plan using this feature. 

This new feature opens up various opportunities such as applying permanent or all weather portfolio allocations to a brokerage recommended set of funds. We will discuss this in more details in a follow up newsletter. 

Portfolio Performance Review

The following shows how several brokerage suggested portfolios have performed recently: 

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