Not exact matches
The advantage of robos is academic proof that the
performance of a diversified portfolio of different
asset classes like stocks and bonds and different sector allocations such as Canadian, U.S. and emerging markets will beat a series of
single company picks.
In general, I'm less concerned with a
single asset class than with the long term
performance of my total portfolio.
All of this reminds us why the
performance of the S&P 500 (or any other
single -
asset class index) is an inappropriate benchmark for a portfolio that includes a variety of
asset classes.
Stratafolio's technology enables investors to view portfolio data from various sources in one dashboard or to look at data in a
single asset class, delivering insights into past, present and future
performance of real estate holdings.