The Everything Bagel of Investing
Betterment seeks to reflect the returns of the global economy while retaining efficiency and access to your money.
By Jon Stein
CEO & Founder, Betterment |
Published: April 30, 2010
It’s the old idea of a “market portfolio,” a conceptually ideal investment, and one that Betterment seeks to reflect while retaining efficiency and access to your money.
Betterment’s stock market basket is not far off from the everything bagel. It is all US stocks, but US companies’ investments abroad mean that a US stock market index gives investors global exposure. And investing only in larger, more liquid US ETFs means that management fees and transaction costs are lower, which makes investing in Betterment a great way to capture the growth of the global economy.
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