Leave your feedback Share Copy URL https://ar-c.org/video/8DFmt6NRPyM.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Schwab Intelligent Portfolio Review: My 1-Year Results vs. Other Robo-Advisors [Jh9DFpu7RN3] Health Updated on August 06, 2026 EDT — Published on August 06, 2026 EDT I'm reviewing Charles Schwab's Robo-Advisor called "Schwab Intelligent Portfolio" after funding one over a year ago. I'll also review some other options including Vanguard's Digital Advisor, Betterment, SoFi, and Wealthfront. tl;dr I like Schwab’s Intelligent Portfolio for its ease and diversification. In this video, you'll get a brief introduction to: •Get a brief introduction into automated investing or robo-advisors •Understand how they can be beneficial •Look at the pros and cons of Schwab's Intelligent Portfolio •Learn a few other robo-advisor options and what to consider when choosing one. If you're looking for a great book about personal finance, check out The Art of Spending Money by Morgan Housel. It's a must read wen it comes to framing up how we spend money. Link here: --- FTC DISCLOSURE --- I earn from qualifying purchases through the link. This helps support the channel at no extra cost to you. Chapters 0:00 Introduction: Schwab and other Robo-Advisors 00:32 What are robo-advisors and why can they be useful? 2:12 One consideration 3:01 Schwab Intelligent Portfolio introduction 3:21 How to answer the questionnaire 4:15 Schwab fees 4:35 Overview Schwab investments 5:45 Schwab ETF fees 6:20 Automated Rebalancing 6:44 Asset Allocation 7:40 Performance over the year 8:40 Recommendation 9:54 Other Robo-Advisors 11:20 Conclusion Reminder that you can achieve a simple, cost-effective Asset Allocation: US Equities (VTI) = 40% International Developed Equities (VEA) = 25% Emerging Market Equities (VWO) = 20% Inflation Hedge / Energy and Commodities (VDE) = 10% Deflation Hedge / Bonds (VGLT) = 5% Asset Allocation Video: Diversification Video: Remember that you'll need to use your brokerage account to purchase and hold these ETFs for you. Disclaimer: This video is for informational purposes only and should not be construed as financial advice. It's important to conduct thorough research or consult with a qualified financial advisor before making any investment decisions. The information provided in this video does not guarantee any specific financial outcomes. Past performance is not indicative of future results. udbH4hjDTjG MUIZlxFTWNH 4RB3yMCRlmV s9eSb1trl7F
I'm reviewing Charles Schwab's Robo-Advisor called "Schwab Intelligent Portfolio" after funding one over a year ago. I'll also review some other options including Vanguard's Digital Advisor, Betterment, SoFi, and Wealthfront. tl;dr I like Schwab’s Intelligent Portfolio for its ease and diversification. In this video, you'll get a brief introduction to: •Get a brief introduction into automated investing or robo-advisors •Understand how they can be beneficial •Look at the pros and cons of Schwab's Intelligent Portfolio •Learn a few other robo-advisor options and what to consider when choosing one. If you're looking for a great book about personal finance, check out The Art of Spending Money by Morgan Housel. It's a must read wen it comes to framing up how we spend money. Link here: --- FTC DISCLOSURE --- I earn from qualifying purchases through the link. This helps support the channel at no extra cost to you. Chapters 0:00 Introduction: Schwab and other Robo-Advisors 00:32 What are robo-advisors and why can they be useful? 2:12 One consideration 3:01 Schwab Intelligent Portfolio introduction 3:21 How to answer the questionnaire 4:15 Schwab fees 4:35 Overview Schwab investments 5:45 Schwab ETF fees 6:20 Automated Rebalancing 6:44 Asset Allocation 7:40 Performance over the year 8:40 Recommendation 9:54 Other Robo-Advisors 11:20 Conclusion Reminder that you can achieve a simple, cost-effective Asset Allocation: US Equities (VTI) = 40% International Developed Equities (VEA) = 25% Emerging Market Equities (VWO) = 20% Inflation Hedge / Energy and Commodities (VDE) = 10% Deflation Hedge / Bonds (VGLT) = 5% Asset Allocation Video: Diversification Video: Remember that you'll need to use your brokerage account to purchase and hold these ETFs for you. Disclaimer: This video is for informational purposes only and should not be construed as financial advice. It's important to conduct thorough research or consult with a qualified financial advisor before making any investment decisions. The information provided in this video does not guarantee any specific financial outcomes. Past performance is not indicative of future results. udbH4hjDTjG MUIZlxFTWNH 4RB3yMCRlmV s9eSb1trl7F