What is in the betterment SRI? The Betterment SRI portfolio strategy is designed to achieve this balance. We allow socially conscious investors to express that preference in their portfolios without sacrificing the aspects of Betterment’s advice that protect their returns the most: proper diversification, tax optimization, and cost control.
Are SRI portfolios worth it? The most rewarding feeling when you take an SRI strategy is when the companies you invest in begin to make a profit and reward you financially. Not only does it show that you’re aligned with the values of the companies you’ve invested in, but it also shows they’re profitably doing good.
How is betterment performance? Betterment claims that investing in a Betterment portfolio since 2004 would have produced a cumulative return of 190.6% (which is an average annual return of 7.3%). This beats out the average private client investor’s portfolio, which had a cumulative return of 109.2% over the same time period.
Is betterment better than Vanguard? Perhaps the main dividing line between Betterment and Vanguard Personal Advisor is the size of your portfolio. For most investors, Betterment will be the better choice. But for those with multi-million dollar portfolios, Vanguard Personal Advisor will be the go to platform.