Q: Do you have estimated numbers for returns (1-3-5 yr) on your etf model portfolio? Or even better would be calendar year returns back as far as you can go. Much like you have on the equity portfolios.
Looking to have a chat with my advisor about his fees and these numbers would help as me adopting your portfolio is what he needs to beat net of fees. It would be his new benchmark if your returns have been good!
Looking to have a chat with my advisor about his fees and these numbers would help as me adopting your portfolio is what he needs to beat net of fees. It would be his new benchmark if your returns have been good!