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E*TRADE Robo Account Question

Discussion in 'Investing' started by Danny Zecca, Oct 7, 2020.

  1. Danny Zecca

    Danny Zecca New Member

    Oct 7, 2020
    Likes Received:
    Here is what my current Portolio Looks like mind you I have a robo-account though Etrade. Im looking into whether or not i should close this Account and stick with a three-fund-Portfilio for the long run or continue to use the robo-advisor. If i choose to go that route and close this account im thinking about using VTSAX(Vanguard Total Stock Market index FD ADM) - VTIAX(Vanguard Total International Stock Index Adm) - VBTLX(Vanguard Total Bond Marget Index Fund ADM) for my three-fund-portfolio. Plus a few personal stock i might pick up as well which would include :Snow( Snowflake ) - NVDA(Nvidia) - Apple(APPL) -Microsoft(MSFT) .

    Current Asset Allocation:( Etrade Individual Robo-Account) ( Fees - 0.30% Quarterly)
    - 80% Stocks
    -20% Bonds
    - 21% International

    - Large Cap Stock:
    - ITOT (Ishares Core S&P Total US Stock Market ETF)
    Current Percent: 34.9% - Quantity: 62.63
    - Large Cap Value Stock:
    - VTV(Vanguard Value Index Fund ETF )
    Current Percent: 4.8% - Quantity: 6.19
    - Small Mid Cap Stock:
    - IJR(I Shares Core S&P Small-Cap ETF)
    -Current Percent: 12.4% - Quantity: 22.96
    -International Stock:
    -VEU (Vanguard FTSE All world EX US ETF)
    - Current Percent: 20.9% - Quantity: 55.78
    - Emerging markets:
    -VWO(Vanguard Emerging Markets Stock ETF)
    - Current Percent: 7.0% - Quantity: 21.80
    - Municipal Bonds:
    - VTEB(Vanguard Municipal Bonds Tax Exempt ETF)
    - Current Percent: 19.1% - Quantity: 47.85
    - Cash
    -OGVXX (JP Morgan US Government Money Market Fund, Capital Class)
    - Current Percent: 1.0%
  2. The Brontide

    The Brontide Active Member

    May 15, 2020
    Likes Received:
    I am not offering advice on how where when or how much for you. Only you can decide that of course.


    Myself, I am a huge fan of vanguard funds, and especially the admiral shares. Super low fees and mostly managed very well.

    That said, I don't think I have even considered the robo route.

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