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Swell InvestingFounded in 2015

Invest in portfolios that align with your values. Backed by Pacific Life

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Details

Min. Investment
$50
Est. Return

Fee

Risk
Liquidity
Portfolios are from our actual Swell Investing account

Portfolios

  • Stocks 100%Cash 0%Bonds 0%
    Standard Mix

    16.97%
    Avg. annual return since 2013

    View Portfolio

Comments

  • 4a042b8382a008d344561c8301509f3a?s=100&d=identicon
    Matthew Hui
    over 1 year ago

    I really like Swell so far. At 0.75% per year it is more expensive than most robo-advisors but Swell helps you purchase many individual stocks instead of ETFs so it is more expensive for them to provide their service. You would also have to pay the fee of the underlying ETFs if you choose to use something like Wealthfront or Betterment while Swell's fee is inclusive of all costs.

    Their stock picks are broken into categories such as Renewable Energy, Green Tech and Zero Waste. You have the option of choosing how you want to distribute your investments into these categories but I stuck with the default mix which is an equal distribution in each category.

    I will wait a bit before I can compare Swell's performance to other robo-advisors but it has returned similar to other robo-advisors so far.

    I'm uncertain whether or not investing in socially responsible companies can actually make an impact so it's sort of a feel-good thing I'm trying for now. Apparently, investing in socially responsible companies can lead to higher returns because they tend to be at the cutting edge of innovation but that remains to be seen.

    I'll probably keep some money in Swell but it hasn't become my main investment platform.

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