ACCESS Newswire
17 Nov 2023, 03:01 GMT+10
MARTINSVILLE, NJ / ACCESSWIRE / November 16, 2023 / The Robo Report® Edition 29 has been released today covering the third quarter of 2023, announced Ken Schapiro, MBA, CFA, Founder and CEO of Condor Capital Wealth Management.
The Robo Report has accumulated 5-year track records for many top robo advisors. This edition tracks 42 accounts at 27 different providers.
'For both the YTD and one-year categories, Stash took the top spot thanks to, in part, a large allocation to growth' said David Goldstone, CFA, Manager of Investment Research at Condor Capital.
'For three-year trailing returns, Schwab Domestic Focus benefited for its high exposure to U.S. equities, which was a major determining factor for the winners for this time period,' said Thomas Leahy, CFA, Financial Advisor at Condor Capital. 'Schwab's Domestic Focus portfolio also benefited from it's fundamental-weight ETFs,' added Leahy.
Kristopher Jones, CFA, Financial Analyst for Condor Capital added, 'Marcus Core IRA was the top performer in the five-year category, due in large part to its large domestic equity allocation.'
Highlights:
Year-to-Date Total Performance Winner: Stash Smart Portfolio, 2nd: SoFi, rd : Vanguard Digital Advisor
One-Year Total Performance Winner: Stash Smart Portfolio, 2nd: Betterment Broad Impact SRI, 3rd: Fidelity Go
Three-Year Total Performance Winner: Shwab Domestic Focus, 2nd: Wealthfront (2016), 3rd: Zacks Advantage
Five-Year Total Performance Winner: Marcus Invest Core IRA, 2nd: Wealthfront (2016), 3rdZacks Advantage
Please see this link for Terms of Use Guidelines for subscribing or using data: https://www.theroboreport.com
Failure to comply with the guidelines may result in a takedown notice, revocation of your subscription to the firm's research, and/or legal action.
To request written consent or a license, contact The Company at [email protected] or call 732-893-8290 and ask for David Goldstone.
Disclaimer of Warranties:
Research is provided 'as is' with all faults. The Company disclaims all warranties of any kind regarding the Research, either express or implied, including but not limited to, any implied warranty of merchantability, fitness for a particular purpose, ownership, noninfringement, accuracy of informational content, and absence of viruses and damaging or disabling code.
The Company does not warrant the accuracy, completeness, or timeliness of the Research. The Company shall not be responsible for investment decisions, damages, or other losses resulting from use of Our Research.
Past performance does not guarantee future performance. The Company shall not be considered an 'expert' under the Securities Act of 1933. The Company does not warrant that this service complies with the requirements of the FINRA or any similar organization or with the securities laws of any jurisdiction.'
Some jurisdictions do not allow the exclusion or limitation of implied warranties, so the above exclusions or limitations may not apply.
SOURCE: Condor Capital Wealth Management
Get a daily dose of Detroit Star news through our daily email, its complimentary and keeps you fully up to date with world and business news as well.
Publish news of your business, community or sports group, personnel appointments, major event and more by submitting a news release to Detroit Star.
More InformationDUBAI, U.A.E.: A cargo ship flagged under Liberia, known as the Eternity C, sank in the Red Sea following an attack executed by Yemen's...
WASHINGTON, D.C.: The Trump administration has started sending some weapons to Ukraine again, just a week after the Pentagon told officials...
ECAULT BEACH, France: On clear days, the white cliffs of the United Kingdom, are visible from northern France, where men, women, and...
ATLANTA, Georgia: The United States is facing its worst measles outbreak in more than three decades, with 1,288 confirmed cases so...
In the past month alone, 23 Israeli soldiers have been killed in Gaza—three more than the number of remaining living hostages held...
LONDON, U.K.: At least 13 people are believed to have taken their own lives as a result of the U.K.'s Post Office scandal, in which...
WASHINGTON, D.C.: An elaborate impersonation scheme involving artificial intelligence targeted senior U.S. and foreign officials in...
(Photo credit: Brad Mills-Imagn Images) The Detroit Tigers will head into the All-Star break with the best record in the majors,...
(Photo credit: Kevin Jairaj-Imagn Images) Pittsburgh Pirates right-hander Paul Skenes and Detroit Tigers left-hander Tarik Skubal...
(Photo credit: Rick Osentoski-Imagn Images) Randy Arozarena had three hits, including a two-run homer, and scored four runs as the...
(Photo credit: Gregory Fisher-Imagn Images) Matthew Boyd allowed four hits in eight outstanding innings to reach double-digit victories...
(Photo credit: Mark J. Rebilas-Imagn Images) Longtime Cardinals left tackle Luis Sharpe, a three-time Pro Bowl selection, has died...