Www.betterment

BettermentFounded in 2008, Raised 205.0M

Leading robo-advisor with $8 billion of assets under management.

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Details

Min. Investment
$0
Est. Return

Fee

Risk
Liquidity
Portfolios are from our actual Betterment account

Portfolios

  • Stocks 90%Bonds 10%Cash 0%
    9.54%
    Avg. annual return since 2013

    View Portfolio

Comments

  • 80d92fa4688a493a66475c4e351781af?s=100&d=identicon
    Fake Buster
    about 1 year ago

    I've used Betterment for about an year but I only lost money by using it. I've found that ETFs are not going to give you dramatic returns in a short period of time so I decided to stop using it.

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  • 7af046f81626a9d1ea0f63a9b64e30cd?s=100&d=identicon
    Matthew Hui
    about 1 year ago

    Probably shouldn't use a robo-advisor if you want dramatic short term gains

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  • F742c7a6d57fb9329c21970ebd98187f?s=100&d=identicon
    Osman Khwaja
    12 months ago

    I've tried Betterment for ~1 year. Similar to Wealthfront, it's a solid choice as a "set and forget" robo-advisor with a monthly recurring deposit. One option that strongly differentiates Betterment from its competitors (namely Wealthfront) is the "tax-coordinated portfolio" with multiple accounts (at least, as of today). See https://www.betterment.com/tax-coordinated-portfolio/ for more detailed info, but in summary, they manipulate your multiple investment accounts to give your entire portfolio the "balance" of assets you want, but place individual assets into the specific portfolio that reduces the amount of overall taxes you have to pay. This feature is pretty useful for people with retirement accounts *and* other investment accounts.

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  • 4a042b8382a008d344561c8301509f3a?s=100&d=identicon
    Matthew Hui
    10 months ago

    Betterment is the first robo-advisor I tried (back in Dec of 2013) and I am still using it. I initially chose Betterment because it was the most established robo-advisor and trusted them with my money. I like the portfolio that Betterment invests in because It's pretty diverse although I would prefer that it had less in international ETFs. My returns have been pretty decent so far, I'm up 12.7% since December of 2013 so I'm pretty satisfied.

    I think Betterment is probably the best choice if you don't mind paying a fee for your robo advisor (Wealthfront is free

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