Thanks, I am looking forward to your results. Especially in the case of Betterment. They talk a lot about their approach and theory, but even in this time of great returns I have never seen any reports of their performance.
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On Jan 11, 2018, at 11:57 AM, Doug Peterson dpatd10@gmail.com [TSP_Strategy] <TSP_Strategy@yahoogroups.com> wrote:
I decided to take the plunge and invest some of my portfolio in managed plans. I put a portion in Personal Capital, some in Betterment, had a Vanguard account and retained a portion in TSP. I am already retired so I have a modestly conservative approach targeting 70-85% equities. I typically have 15-30% of my TSP in G fund, so I have not been a strict follower of TSP_Strategy.Personal Capital charges me 0.79%Betterment charges 0.25 % on amounts over $10,000The Vanguard was invested in 2 mid/small value fundsThe market has only moved one direction the last 300 days, so this doesn't tell a complete story, but I thought some of you might be interested.The dates correlate to when I opened the last account. My TSP return for all of 2017 was 14.57%
<ira perf.pdf>
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Posted by: Art Jeyes <artjeyes@gmail.com>
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