cktc
Senior Member
Joined: Mar 19, 2013 22:15:31 GMT -5
Posts: 3,202 
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Post by cktc on Aug 22, 2019 17:22:35 GMT -5
I have a small Betterment account that I've been depositing $100/month in for the last 6 years. My goal was to close it and open a Vanguard or Fidelity account with it once it hits $10k, but now that the market is dipping I don't see that happening any time soon. What would you recommend I do with this account? Here is some info on its performance dating back to 2013.
Net deposit
$7,919.52
Earnings
$1,678.44
Market changes
$1,032.87
Dividends (including pending)
$725.76
Management fees
-$80.19
Balance $9,597.96
Cummulative Money-weighted Returns
Simple Earnings Percent 21.2%
Internal Rate of Return
40.5%
Annualized
Simple Earnings Percent
3.1%
Internal Rate of Return
5.6%
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saveinla
Junior Associate
Joined: Dec 19, 2010 2:00:29 GMT -5
Posts: 5,299
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Post by saveinla on Aug 22, 2019 18:59:15 GMT -5
You have enough to move to a bigger company. Are the fees for all 6 years?
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cktc
Senior Member
Joined: Mar 19, 2013 22:15:31 GMT -5
Posts: 3,202
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Post by cktc on Aug 22, 2019 20:45:10 GMT -5
You have enough to move to a bigger company. Are the fees for all 6 years? Yes, I believe so. It's 0.25% annually. |
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