
Explore how traditional banks require minimum investments—from $100k to $250k, or even $1 million for top firms—and how annual fees of 1–3% of assets affect returns.
Analyze how financial advisers balance personal and corporate agendas, their 1–3% annual fees under management, and stock and bond risks versus diversified index funds.
Explore how robo advisors, online software that manages and invests funds, have grown in popularity, offering competitive advantages over human advisers with low fees and minimal deposits.
Robo-advisors remove fear and greed from investing by data from global markets. This approach offers stability beyond human advisers and expands access to quality financial guidance for underserved communities.
Explore how robo advisors enable a low-cost, passive investing approach using ETFs, targeting the long-term market return around 10%, with minimal starting capital.
Explore how robo advisers offer affordable advice with optional human support. Learn how smart beta ETFs use AI and big data analytics to pursue factor-based outperformance.
Explore tax-smart strategies used by advisers, including sheltering high-yield investments and placing low-yield investments in taxable accounts. Understand robo-advisor fees and drifting limits that trigger rebalancing.
Explore three robo-advisor portfolios, conservative, moderate, and aggressive, showing stock and bond allocations of 60%/40%, 70%/30%, and 90%/10% for a $10,000 investment.
Explore the municipal bonds ETF MUB on Yahoo Finance to examine the price development and market indicators, using tickers and charts to guide investment research.
During the last decade, the sector of automated investing using Robo advisors has been growing at an increasing rate, and is projected to reach $7 trillion dollars in assets under management by 2025.
The main force behind this growth is the expanding number of investors who decide to invest their money using these online platforms.
The underlying technology of AI, deep learning and sophisticated algorithms, enable Robo advisors to outperform the investing strategies of individual retail investors, as well as the excessive fees of human financial advisors.
To do so, Robo advisors are constantly scanning the stock market trying to spot new opportunities. At the same time, they buy and sell stocks, based on their price movements in order to increase the returns for the investor. As an extra boost, they minimize taxes payable by following tax-smart processes.
During the course, we will examine the weak spots of individual investors and human financial advisors and how the technology of Robo advisors exploits them to gain competitive advantages over them.
As we continue, we will go through the fundamental operations performed by Robo advisors, such as automatic portfolio rebalancing and tax-loss harvesting. Getting familiar with these terms will later make us able to understand in depth the services offered by each Robo advisor firm.
Next, we will see a highly detailed benchmarking of the 10 hottest Robo advisors available in the market. This comparative assessment will give us all the necessary insights to decide which Robo advisor satisfies our investing needs and enables us to achieve our financial goals in the best way possible. Such goals might be:
Sending your kid to college
Buying a new house
Retiring early
Watching your portfolio grow at an exponential rate year over year
Or... just paying off an old debt
In the final section of the course, we will go through real case studies tracking and evaluating the performance of 3+1 real-world portfolios, built by a prominent Robo advisor, that cover every type of investor.
To do so, we will learn how to use the superb investment analysis tool: "Portfolio Performance" which is free to download and use.
"Portfolio Performance" allows us to track the price development of every stock in our portfolio, as well as the overall performance of our portfolio as a whole. In addition, the software provides us with numerous charts and indicators which in turn help us visualize market data and monitor our investments effectively, for free.
You got nothing to worry about, as the course is backed by a 30-day money back guarantee, no questions asked. Feel free to have a look at the open modules!
Wait no more, hit the enroll button and start your journey in AI automated investing, NOW!
Thanks,
Fanis
(not a financial advisor)