MurrayS asks,In fact, it looks like you'd do better than the S&P by paying the 1% fee and going with less than 70% bonds, or am I missing something? Yes. The stock portion of the portfolio isn't invested in the S&P500. (Click on the "Data Source" link for details.) You could substantially duplicate that allocation with Vanguard funds for a lot less than a 1% fee.It's not uncommon for financial advisors to provide apples vs. oranges comparisons to justify high fees.intercst
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra