Welcome
  • Welcome and a first note
Investing with advisor
  • Usual bank requirements + High Annual fees
  • Advisor gets a large portion of investor's capital gains
  • Behind the scenes: Personal & Corporate agendas of bank's employees
Individual Investor
  • The "DIY" solution
  • Emotions: A threat to investing strategy
Investing with Robo advisors
  • Popularity rise + Competitive advantages
  • Automated trades: Elimination of emotional factor
  • Robo advisors: A game changer + Notable examples from other industries
Major Benefits of Robo advisors
  • Robo advisors under the hood: AI, MPT, Risk tolerance questionnaires
  • ETFs: Building blocks of Robo advisor portfolios
  • Robo advisors: A perfect passive investment approach
  • Strong & Steady growth + Portfolio rebalancing & Tax-loss harvesting
  • Tax-loss harvesting: Case study
  • Advisor support to Robo advisors + New smart beta ETFs
Demystifying investing terms
  • Direct indexing, fractional shares
  • Tax-smart strategies, Robo advisor fees, Drifting limit
  • Management, Investment & Account fees, Cash management strategy, Asset classes
  • Comments: Investment returns, Robo advisor benchmarking presentation
Robo advisors: Top 10 full benchmarking
  • Introduction + Video resources
Investment scenario
  • Our investment plan: funds, assets, risk profiles, holding period
Portfolios walkthrough
  • Introduction + Files
  • Portfolios: Conservative, Moderate & Aggressive
  • Overview of stock & bond ETFs in our portfolios
  • Tickers, Prices, Percentages + Visual representation of portfolios
  • VTI ETF: Price development & Market indicators (Yahoo! finance)
  • MUB ETF: Price development & Market indicators (Yahoo! finance)
  • Calculating #number of shares in our portfolios
  • ETF.com : The "X- Ray" of ETFs + VTI
  • VTI: Extra data and infographics (ETF.com)
  • MUB + Extra data and infographics (ETF.com)
Portfolio Performance Investment analysis software
  • Introduction
  • Note
  • Download & Installation
"Portfolio Performance": Software walkthrough + Conservative portfolio
  • From Excel sheets into Portfolio Performance
  • Adding funds
  • Holdings tab & Asset allocation
  • Adding MUB bond ETF
  • Note for buying and selling assets
  • MUB: Placing buy order
  • VTI: Placing buy order
  • Transferring all ETFs from Excel sheet into Portfolio Performance
  • "Portfolio Performance" files + Note
  • How to load and open "Portfolio Performance" files
  • Conservative portfolio: Price development of assets
  • Conservative portfolio: Chart tab
  • Conservative portfolio: Holdings tab
  • Conservative portfolio: Performance tab, Key & Risk indicators
  • Conservative portfolio: Portfolio's overall return
  • Conservative portfolio: Overall capital gains
Moderate Portfolio
  • Moderate portfolio: Full review
Aggressive Portfolio
  • Aggressive portfolio: Full review
Detecting overall trends in Portfolios
  • Analysis of Portfolios' behavior + S&P 500 index
Portfolios: Wrap up
  • Annual returns of portfolios
  • Benefits and Annual growth of portfolios
Bonus Portfolio: "Reloaded" Moderate Portfolio
  • Introduction
  • FAAANG: Introducing individual stocks to ETF portfolio
  • Market Cap criterion: Deciding the percentage of exposure to individual stocks
  • FAANG: Calculating the percentage of exposure to each stock
"Reloaded" Moderate Portfolio: Walkthrough
  • Introduction + Files for Excel & "Portfolio Performance"
  • What's new & Excel sheet with ETFs and stocks
  • FAANG: Introducing individual tech stocks
  • Transferring assets into Portfolio performance + Price development
  • "Reloaded" Moderate Portfolio: Chart & Holdings tab
  • "Reloaded" Moderate Portfolio: Performance tab
"Reloaded" Moderate Portfolio: Wrap up
  • Annual return of portfolio
  • Benefits and Annual growth of portfolio
So, what's next?!
  • Message