Investing For Retirement Recommendation VS Wealthfront
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Portfolio Performance Comparison: Investing For Retirement vs Wealthfront
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Initial Conditions
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...Total Investment$100,000.00
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...Start Date for Comparison
12/31/2007
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Wealthfront's Recommendation For a DIVERSIFIED Retirement Portfolio- IRA
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Asset Class
Ticker
Percent of PortfolioPrice of one Share on 12/31/2007Num Shares Purchased$ Value of Shares on 12/31/2007Price of one share on 12/05/2017$ Value of Shares on 12/05/2017
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US StocksVTI2072.58275.56$20,000135.89$37,445.58
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Foreign StocksVEA1747.92354.76$17,00044.25$15,698.04
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Emerging marketsVWO1452.15268.46$14,00044.2$11,865.77
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Dividend STocksVIG1555.95268.10$15,000100.82$27,029.49
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Real EstateVNQ1361.46211.52$13,00084.17$17,803.61
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Corporate BondsLQD13104.84124.00$13,000120.91$14,992.66
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Emerging Market Bonds
EMB8101.3578.93$8,000115.49$9,116.13
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100$100,000
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Total Value, Wealthfront Portfolio - 11/16/2016$133,951.28
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Investing For Retirement's Recommended Portfolio
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Vanguard Total MarketVTI10072.581,377.79$100,000135.89$187,227.89
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Total Value, Investing For Retirement Portfolio, one fund, VTI, on 11/16/2016
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Being invested in Wealthfront's Diversified Portfolio for the last 10 years would have cost you:$53,276.61
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