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Wealthfront does US Direct Indexing for tax-loss harvesting, they're 25bps/yr.
by verteu 1y ago
Wealthfront does US Direct Indexing for tax-loss harvesting, they're 25bps/yr.
- siilats 1y agoOr you just buy the largest stock in each one of the 7 largest sectors and it pretty much correlates to the sp500. ETF have some nasty hidden fees related to the etf price being more expensive than the basket when you buy and less than the basket when you sell. Sector Company 1 Company 2 Information Technology Microsoft (MSFT) Apple (AAPL) Financials JPMorgan Chase (JPM) Berkshire Hathaway (BRK.B) Health Care Johnson & Johnson (JNJ) UnitedHealth Group (UNH) Consumer Discretionary Amazon (AMZN) Tesla (TSLA) Communication Services Alphabet (GOOGL) Meta (META) Industrials Boeing (BA) Caterpillar (CAT) Energy ExxonMobil (XOM) Chevron (CVX)
- klodolph 1y ago> ETF have some nasty hidden fees related to the etf price being more expensive than the basket when you buy and less than the basket when you sell. That’s a spread. Everything has a spread.