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21st Edition of the Robo Report(R) Released Today, Inflation-Prepared Robo Advisors Thrive

MARTINSVILLE, NJ / ACCESSWIRE / November 17, 2021 / 21st edition of the Robo Report® is released covering the third quarter of 2021.

According to David Goldstone, Manager of Investment Research, "This proved to be an interesting year to monitor which robo advisors had portfolios positioned for rising inflation and rising interest rates. Investors in Morgan's Inflation Conscious Portfolio can rest assured that their thematic portfolio followed through with its theme."

Thomas Leahy, Senior Investment Analyst, explained: "On the fixed income side, TIPs were a strong choice this year considering rising inflation levels, while municipal bonds proved to be attractive options for investors seeking tax-efficient yield."

"Our Marcus account has shown notable performance as the robo took first place for the 3-year performance against its Normalized Benchmark."

Starting with this Report, the publisher will just track all major providers in the industry to continue to provide its research at no cost to readers. This Report offers investor tips for selecting portfolios. "While we will continue to publish performance returns each quarter, some other data points, like the AUM table, portfolio allocation information, and Sharpe ratios, will not be updated every quarter but will be updated at least once a year," said Ken Schapiro, the Robo Report Publisher.

Year-to-Date Top Performers

Total Portfolio: Best: Schwab Domestic Focus; 2nd: Morgan Stanley Inflation Conscious; 3rd: Wealthfront

Equity: Best: Schwab Domestic Focus; 2nd: Zacks Advantage; 3rd: Wealthfront

Fixed Income: Best: Schwab Domestic Focus; 2nd: Fidelity Go; 3rd: Fifth Third Bank OptiFi

1-Year Trailing Top Performers

Total Portfolio: Best: Schwab Domestic Focus; 2nd: Schwab; 3rd: Morgan Stanley Inflation Conscious

Equity: Best: Schwab Domestic Focus; 2nd: Schwab; 3rd: Morgan Stanley Inflation Conscious

Fixed Income: Best: Schwab Domestic Focus; 2nd: Fidelity Go; 3rd: Fifth Third Bank OptiFi

3-Year Trailing Top Performers

Total Portfolio: Best: Marcus Invest Core IRA; 2nd: T. Rowe Price ActivePlus IRA; 3rd: US Bank Automated Investor

Equity: Best: Marcus Invest Core IRA; 2nd: Morgan Stanley SRI; 3rd: SoFi

Fixed Income: Best: E*Trade Core; 2nd: SigFig; 3rd: Schwab

5-Year Trailing Top Performers

Total Portfolio: Best: SigFig; 2nd: Fidelity Go; 3rd: Vanguard P.A.S.

Equity: Best: Fidelity Go; 2nd: SigFig; 3rd: Vanguard P.A.S.

Fixed Income: Best: Schwab; 2nd: SigFig; 3rd: E*Trade Core

Please note:

Performance is partly based on The Robo Report's innovative method to compare globally diversified portfolios called Normalized Benchmarking. A methodology of Normalized Benchmarking, details of how they create the scores and ranking and the Robo Report® and the Robo Ranking® are all available for free at https://www.backendbenchmarking.com/the-robo-report/.

All data tables can be found online: www.backendbenchmarking.com/data/

Follow the Report on Twitter @theroboreport.

Please see this link for Terms of Use Guidelines for subscribing or using data: https://www.backendbenchmarking.com/the-robo-report/use-guidelines/.

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 info@backendb.com 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.

CONTACT:
Bill Bongiorno
President
Blue Chip Public Relations, Inc.
914-533-7065
www.bluechippr.com

SOURCE: The Robo Report



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https://www.accesswire.com/673298/21st-Edition-of-the-Robo-ReportR-Released-Today-Inflation-Prepared-Robo-Advisors-Thrive