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Optimized Portfolio

Investing and Personal Finance

  • Beginners Start Here
  • Investing 101
    • Beginners Start Here – 10 Steps To Start Building Wealth
    • What Is the Stock Market? How It Works & How to Invest in It
    • How To Invest in an Index Fund – The Best Index Funds
    • Portfolio Asset Allocation by Age
    • How To Invest Your Emergency Fund
    • Portfolio Diversification – How To Diversify Your Portfolio
    • Dollar Cost Averaging vs. Lump Sum Investing (DCA vs. LSI)
    • How To Invest Your HSA (Health Savings Account)
    • Factor Investing and Factor ETFs – The Ultimate Guide
    • more…
  • Lazy Portfolios
    • All Weather Portfolio
    • Bogleheads 3 Fund Portfolio
    • HEDGEFUNDIE’s Excellent Adventure
    • Warren Buffett Portfolio
    • Golden Butterfly Portfolio
    • Paul Merriman Ultimate Buy and Hold Portfolio
    • Ben Felix Model Portfolio
    • Permanent Portfolio
    • David Swensen Portfolio
    • 60/40 Portfolio
    • more…
  • Funds
    • VOO vs. VTI – Vanguard S&P 500 or Total Stock Market ETF?
    • The 7 Best International ETFs
    • The 8 Best Small Cap ETFs (4 From Vanguard)
    • The 5 Best REIT ETFs
    • The 5 Best EV ETFs – Electric Vehicles ETFs
    • VIG vs. VYM – Comparing Vanguard’s 2 Popular Dividend ETF’s
    • The Best Vanguard Dividend Funds – 4 Popular ETFs
    • The 5 Best Tech ETFs
    • The 7 Best Small Cap Value ETFs
    • The 6 Best ETFs for Taxable Accounts
    • The 5 Best Emerging Markets ETFs (1 From Vanguard) for 2023
    • more…
  • Leverage
    • What Is a Leveraged ETF and How Do They Work?
    • How To Beat the Market Using Leverage and Index Investing
    • The 9 Best Leveraged ETFs
    • Hedgefundie’s Excellent Adventure
    • Leveraged All Weather Portfolio
    • Leveraged Permanent Portfolio
    • Leveraged Golden Butterfly Portfolio
    • NTSX – Review and Summary
    • TQQQ – Is It A Good Investment?
    • PSLDX – A Review
    • SWAN – A Review
    • RPAR Risk Parity ETF Review
    • more…
  • Dividends
    • The Best M1 Finance Dividend Pie
    • The 11 Best Dividend ETFs
    • The Best Vanguard Dividend Funds – 4 Popular ETFs
    • VIG vs. VYM – Comparing Vanguard’s 2 Popular Dividend ETF’s
    • 8 Reasons Why I’m Not a Dividend Income Investor
    • QYLD – A Harsh Review
    • more…
  • Broker Reviews
    • The 5 Best Stock Brokers
    • The 4 Best Investing Apps
    • M1 Finance Review
    • Brokers with the Lowest Margin Rates
    • M1 Finance vs. Fidelity
    • M1 Finance vs. Vanguard
    • Webull vs. Robinhood
    • Stash vs. Robinhood
    • M1 Borrow Review (How M1’s Margin Loan Works)
    • more…
  • Retirement
    • The 10 Best ETFs for Retirement Portfolios in 2023
    • The 4% Rule for Retirement Withdrawal Rate – A Revisitation
    • Sequence of Return Risk in Retirement Explained
    • Traditional IRA Explained
    • Roth IRA Explained
    • 401k vs. Roth IRA
    • Roth IRA vs. Traditional IRA
    • Backdoor Roth IRA Explained
    • more…

Brokerage Reviews

M1 Finance and Crypto – It May Be Happening Soon

Last Updated: July 31, 2022 2 Comments – 3 min. read

m1 finance logo

M1 Finance users are constantly asking if or when the platform is adding crypto trading. It may finally be happening. Update - July, 2022: M1 announced this month that they will indeed soon be offering crypto. You can read more about it here. Crypto is the hot asset right now. Bitcoin in particular is obviously all the rage. But most brokers don't allow users to … [Read more...] about M1 Finance and Crypto – It May Be Happening Soon

M1 Spend Review – M1 Finance Checking Account & Debit Card

Last Updated: July 31, 2022 No Comments – 4 min. read

m1 spend debit card

M1 Spend is the checking account product from M1 Finance that includes a debit card. Here we'll check out what all it has to offer. What Is M1 Spend? M1 Spend is simply the checking account component of an M1 Finance account. You're most likely signing up for M1 for an investment account, called M1 Invest. M1 Spend goes hand in hand with M1 Invest, as it lets you … [Read more...] about M1 Spend Review – M1 Finance Checking Account & Debit Card

The M1 Finance Trading Window – What, When, Why, & How

Last Updated: March 22, 2022 No Comments – 2 min. read

m1 finance logo

M1 Finance uses a single morning trading window per day, with an optional afternoon trading window. Here we'll discuss the details surrounding this characteristic of the modern broker. M1 Finance, being a platform specifically designed for long-term, buy-and-hold investing, has one single trading window per day. This means any orders you put in are executed the … [Read more...] about The M1 Finance Trading Window – What, When, Why, & How

How M1 Finance’s “Smart Transfers” Work

Last Updated: March 22, 2022 2 Comments – 5 min. read

m1 finance smart transfers 1

M1 Finance recently introduced "Smart Transfers," a more granular way to automatically transfer money between your M1 accounts. Here we'll look at what Smart Transfers are all about. What Are Smart Transfers? If you've been to this site before, you already know I'm a big fan of M1 Finance. I wrote a comprehensive review of the modern investing platform here. … [Read more...] about How M1 Finance’s “Smart Transfers” Work

Webull vs. Robinhood Brokerage Comparison (2023 Review)

Last Updated: March 22, 2022 8 Comments – 5 min. read

webull vs robinhood

Webull and Robinhood are probably the two most popular modern trading platforms with zero fees, offering simplicity and sleek mobile apps and interfaces. Here we'll compare Webull and Robinhood. Webull vs. Robinhood - Summary Comparison Webull vs. Robinhood - Commissions and Fees Neither Webull nor Robinhood has commissions on trades. Neither has … [Read more...] about Webull vs. Robinhood Brokerage Comparison (2023 Review)

The 4 Best Investing Apps for Beginners (2023 Review)

Last Updated: December 5, 2022 6 Comments – 10 min. read

mobile app

Recent technological advances in the investing world have resulted in new mobile apps that make it easier than ever before to get in the market and start saving for retirement. In this post we'll look at the best investing apps for beginners for . In a hurry? Here's the list: M1 FinanceSchwabAcornsWebull Introduction - Features of the Best Investing … [Read more...] about The 4 Best Investing Apps for Beginners (2023 Review)

The 5 Best Stock Brokers Online for Investing (2023 Review)

Last Updated: March 22, 2022 6 Comments – 7 min. read

investing

The recent race to zero for fees and trade commissions from online stock brokers has made investing cheaper and more accessible than ever before. This has caused the brokerage landscape to change drastically over the last few years. Here we'll look at the 5 best stock brokers online for investing. In a hurry? Here's the list: M1 FinanceSchwabFidelityInteractive … [Read more...] about The 5 Best Stock Brokers Online for Investing (2023 Review)

M1 Borrow Review (How M1 Finance’s Margin Loan Works)

Last Updated: March 22, 2022 4 Comments – 5 min. read

M1 Finance offers some of the cheapest margin around. But what is margin and what does it have to do with your portfolio? I'll answer that here and review M1 Borrow, the margin loan from M1 Finance. What Is Margin? The term margin simply refers to money borrowed against your portfolio to enhance your exposure, where your investments are collateral for the loan. … [Read more...] about M1 Borrow Review (How M1 Finance’s Margin Loan Works)

Stash vs. Robinhood Brokerage Comparison (2023 Review)

Last Updated: January 5, 2023 No Comments – 6 min. read

stash vs robinhood

Low-fee investing platforms like Stash and Robinhood have recently surged in popularity, offering simplicity, convenience, and modern apps and interfaces. Here we'll compare Stash and Robinhood. Stash vs. Robinhood - Summary Comparison Stash vs. Robinhood - Commissions and Fees Neither Stash nor Robinhood has commissions on trades. With both platforms, … [Read more...] about Stash vs. Robinhood Brokerage Comparison (2023 Review)

Stash vs. Betterment Robo-Advisor Comparison (2023 Review)

Last Updated: March 22, 2022 No Comments – 5 min. read

stash vs betterment

Modern, tech-driven platforms like Stash and Betterment have grown in popularity recently with low fees, simplicity, convenience, and intuitive apps and interfaces, especially among young, new investors. Here we’ll compare Stash and Betterment. Stash vs. Betterment - Summary Comparison *Betterment’s basic plan charges 0.25% of your annual invested balance. Their … [Read more...] about Stash vs. Betterment Robo-Advisor Comparison (2023 Review)

Acorns vs. Betterment Robo-Advisor Comparison (2023 Review)

Last Updated: March 22, 2022 No Comments – 5 min. read

acorns vs betterment

Robo-advisors like Acorns and Betterment have been rising in popularity recently with low fees, simplicity, convenience, and modern apps and interfaces, especially among young, new investors. Here we’ll compare Acorns and Betterment. Acorns vs. Betterment - Summary Comparison *Betterment’s basic plan charges 0.25% of your annual invested balance. Their Premium plan … [Read more...] about Acorns vs. Betterment Robo-Advisor Comparison (2023 Review)

Acorns vs. Robinhood Brokerage Comparison (2023 Review)

Last Updated: March 22, 2022 No Comments – 7 min. read

acorns vs robinhood

Robo-advisors like Acorns and fee-free brokerages like Robinhood have recently grown in popularity, offering simplicity, convenience, and modern apps and interfaces. Here we'll compare Acorns and Robinhood. Acorns vs. Robinhood - Summary Comparison Acorns vs. Robinhood - Commissions and Fees Neither Acorns nor Robinhood has commissions on trades. With … [Read more...] about Acorns vs. Robinhood Brokerage Comparison (2023 Review)

Stash vs. Acorns Robo-Advisor Comparison (2023 Review)

Last Updated: March 22, 2022 No Comments – 5 min. read

stash vs acorns

Robo-advisors like Acorns have grown in popularity recently with low fees, simplicity, convenience, and modern apps and interfaces, especially among young, new investors. Stash isn't a true robo-advisor, but does have some robo-advisor-like qualities such as fractional shares and diversified ETF portfolio options. Here we'll compare Stash and Acorns. Stash vs. Acorns - … [Read more...] about Stash vs. Acorns Robo-Advisor Comparison (2023 Review)

Wealthsimple vs. Acorns Robo-Advisor Comparison (2023)

Last Updated: March 22, 2022 No Comments – 6 min. read

wealthsimple vs acorns

Robo-advisors like Wealthsimple and Acorns have been surging in popularity recently with low fees, simplicity, convenience, and modern apps and interfaces, especially among young, new investors. Here we'll compare Wealthsimple and Acorns. Wealthsimple vs. Acorns - Summary Comparison *Wealthsimple's Basic plan charges 0.50% of your annual invested balance. Their … [Read more...] about Wealthsimple vs. Acorns Robo-Advisor Comparison (2023)

M1 Finance vs. Merrill Edge Brokerage Comparison (2023)

Last Updated: March 22, 2022 2 Comments – 6 min. read

m1 finance vs merrill edge

Merrill Edge has made recent consumer-friendly advances in the race to the bottom for fees and commissions. Here we'll compare Merrill Edge and M1 Finance. I wrote a separate comprehensive review of M1 Finance here if you're interested in seeing the specifics of the platform. M1 Finance vs. Merrill Edge - Summary Comparison *Merrill Edge does have fees on things … [Read more...] about M1 Finance vs. Merrill Edge Brokerage Comparison (2023)

M1 Finance vs. Wealthfront Brokerage Comparison (2023)

Last Updated: March 22, 2022 2 Comments – 6 min. read

m1 finance vs wealthfront

Hands-off "robo-advisor" investing platforms like Wealthfront are surging in popularity recently with low fees, savings accounts, convenience, and modern apps and interfaces. Here we'll compare Wealthfront and M1 Finance. I wrote a separate comprehensive review of M1 Finance here if you're interested in that. M1 Finance vs. Wealthfront - Summary … [Read more...] about M1 Finance vs. Wealthfront Brokerage Comparison (2023)

M1 Finance vs. Wealthsimple Brokerage Comparison (2023)

Last Updated: March 22, 2022 No Comments – 7 min. read

m1 finance vs wealthsimple

"Robo-advisors" like Wealthsimple are surging in popularity recently with low fees, convenience, and modern apps and interfaces. Here we'll compare Wealthsimple and M1 Finance. I wrote a separate comprehensive review of M1 Finance here if you're interested in that. M1 Finance vs. Wealthsimple - Summary Comparison *Wealthsimple's Basic plan charges 0.50% of your … [Read more...] about M1 Finance vs. Wealthsimple Brokerage Comparison (2023)

M1 Finance vs. ETRADE Brokerage Comparison (2023)

Last Updated: March 22, 2022 No Comments – 7 min. read

m1 finance vs etrade

ETRADE is one of the oldest, largest online stock brokers. They've recently slashed fees and commissions to compete with modern platforms like M1 Finance. Here we'll compare the two. I wrote a separate comprehensive review of M1 Finance here if you're interested in seeing the specifics of the platform. M1 Finance vs. ETRADE - Summary Comparison *ETRADE does have … [Read more...] about M1 Finance vs. ETRADE Brokerage Comparison (2023)

M1 Finance vs. Charles Schwab Brokerage Comparison (2023)

Last Updated: March 22, 2022 No Comments – 8 min. read

m1 finance vs schwab

Traditional brokerages like Charles Schwab are slashing fees and adding features to compete with modern platforms like M1 Finance. Here we'll compare the two. I would argue that Schwab is perhaps M1's closest competitor. I wrote a separate comprehensive review of M1 Finance here if you're interested in seeing the specifics of the platform. M1 Finance vs. Schwab - Summary … [Read more...] about M1 Finance vs. Charles Schwab Brokerage Comparison (2023)

M1 Finance vs. Ally Invest Brokerage Comparison (2023)

Last Updated: March 22, 2022 No Comments – 6 min. read

m1 finance vs ally invest

Ally has offered competitive banking products for a long time. Their acquisition of TradeKing in 2016 made them a serious contender in the investing and securities trading space. Here we'll compare Ally Invest and M1 Finance. I wrote a separate comprehensive review of M1 Finance here if you're interested in seeing the specifics of the platform. M1 Finance vs. Ally Invest … [Read more...] about M1 Finance vs. Ally Invest Brokerage Comparison (2023)

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