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Can Not Knowing What You Own in Your Portfolio Affect Its Performance?

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Can Not Knowing What You Own in Your Portfolio Affect Its Performance?

In a world where nearly everything is done online, it was only a matter of time before financial advising went digital. Robo-advisors are gaining popularity, but how does this affect your portfolio and, more importantly, your ability to invest with clarity?

In this episode, Mark Pearson asks (and answers) this question: “Can not knowing what you own in your portfolio affect its performance?” In true invest-with-clarity fashion, the answer is yes, and Mark explains why.

In this episode, you will learn:

  • What robo-advisors are and how they function
  • How robo-advisors function more as fiduciaries than commissionable advisors
  • Why many investors are moving to algorithmic investing
  • What closet-indexing is and how it’s affecting your portfolio
  • And more!

Tune in with Mark Pearson to learn more about robo-advisors and how they are impacting the performance of your portfolio.

Related: SMAs vs. Mutual Funds vs. ETFs

Resources:  Invest with Clarity

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