Talk of The Villages Florida - View Single Post - Please explain to me like I'm 12, why I should fire Fidelity, EJ, etc.
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Old 03-23-2025, 11:17 AM
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Quote:
Originally Posted by rsmurano View Post

As for AI, Schwab has had their Robo-advisor investment process that cost nothing to use, for many years now. The drawback is this robot process keeps some cash (could be good or bad) sitting in your portfolio.
It costs nothing bc they make all their money by holding disproportionally high amounts of cash in their Robo-Portfolios and paying below market rates on it. There is no point in holding any cash in a Robo-Portfolio other than maybe a miniscule amount for rebalancing. Cash should be earning the highest rate possible and instantly liquid, otherwise there is no point having it.