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Optimized Portfolio

Investing and Personal Finance

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  • Beginners Start Here
  • Investing 101
    • Beginners Start Here – 9 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 of 2020
    • Portfolio Asset Allocation by Age
    • How to Invest in the S&P 500 Index – 3 of the Best ETFs
    • Why and How To Buy Bonds Online: A Guide for Beginners
    • How To Invest Your Emergency Fund
    • 8 Reasons Why I’m Not a Dividend Income Investor
    • How to Invest Your HSA (Health Savings Account)
  • Lazy Portfolios
    • 60/40 Portfolio
    • All Weather Portfolio
    • Bogleheads 3 Fund Portfolio
    • Couch Potato Portfolio
    • Golden Butterfly Portfolio
    • HEDGEFUNDIE’s Excellent Adventure
    • Permanent Portfolio
    • Warren Buffett Portfolio
    • more…
  • Brokerage Reviews
    • The 5 Best Stock Brokers
    • The 4 Best Investing Apps
    • M1 Finance Review
    • M1 Finance vs. Fidelity
    • M1 Finance vs. Vanguard
    • Stash vs. Robinhood
    • Investing Brokers with the Lowest Margin Rates
    • M1 Borrow Review (How M1’s Margin Loan Works)
  • ETFs
    • VIG vs. VYM – Comparing Vanguard’s 2 Popular Dividend ETF’s
    • The 11 Best Dividend ETFs
    • The 7 Best Small Cap Value ETFs
    • The 5 Best REIT ETFs
    • The 5 Best Tech ETFs
    • The 6 Best ETFs for Taxable Accounts
    • The Best Vanguard Bond Funds – 11 Popular ETFs
    • The Best Vanguard Dividend Funds – 4 Popular ETFs
    • The Best Vanguard Growth Funds – 5 Popular ETFs
    • The 7 Best International ETFs
  • 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
  • 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
  • Bonds
    • How To Buy Bonds Online: The Ultimate Guide
    • Treasury Bonds vs. Corporate Bonds
    • The Best Vanguard Bond Funds – 11 Popular ETFs
    • The Best Bond Funds Out There – 13 ETFs
    • The 11 Best Treasury Bond ETFs
    • The 5 Best High Yield Bond Funds for Income
    • The 3 Best Corporate Bond ETFs
    • The 3 Best Municipal Bond ETFs
    • The 3 Best TIPS ETFs

Brokerage Reviews

How M1 Finance’s “Smart Transfers” Work

Last Updated: January 6, 2021 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 (2021 Review)

Last Updated: January 2, 2021 No Comments – 4 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 (2021 Review)

The 4 Best Investing Apps for Beginners (2021 Review)

Last Updated: January 7, 2021 2 Comments – 9 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 (2021 Review)

The 5 Best Stock Brokers Online for Investing (2021 Review)

Last Updated: January 2, 2021 No 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 (2021 Review)

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

Last Updated: October 7, 2020 No 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)

Improving M1 Finance’s Moderately Aggressive Pie

Last Updated: October 7, 2020 No Comments – 2 min. read

m1 finance moderately aggressive portfolio pie

M1 Finance provides Expert Pies that are pre-built portfolios available for you to invest in if you prefer not to choose your own investments. They are comprised of low-cost Vanguard ETF's. This is ideal for the investor who wants a lazy portfolio to be completely hands-off. M1's category of "General Investing" Expert Pies allow you to select a portfolio based on your personal … [Read more...] about Improving M1 Finance’s Moderately Aggressive Pie

Improving M1 Finance’s Aggressive Portfolio Pie

Last Updated: October 7, 2020 No Comments – 2 min. read

m1 finance aggressive portfolio pie

M1 Finance's Expert Pies are pre-built portfolios in which you can invest for free. This is great for the investor who wants a lazy portfolio for the majority of their investing horizon. Their category of "General Investing" Expert Pies allow you to select a portfolio for broad market exposure based on risk tolerance. These are comprised of low-cost Vanguard ETF's. M1 claims … [Read more...] about Improving M1 Finance’s Aggressive Portfolio Pie

Stash vs. Robinhood Brokerage Comparison (2021 Review)

Last Updated: January 2, 2021 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 (2021 Review)

Stash vs. Betterment Robo-Advisor Comparison (2021 Review)

Last Updated: January 2, 2021 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 (2021 Review)

Acorns vs. Betterment Robo-Advisor Comparison (2021 Review)

Last Updated: January 2, 2021 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 (2021 Review)

Acorns vs. Robinhood Brokerage Comparison (2021 Review)

Last Updated: January 2, 2021 No Comments – 6 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 (2021 Review)

Stash vs. Acorns Robo-Advisor Comparison (2021 Review)

Last Updated: January 2, 2021 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 (2021 Review)

Wealthsimple vs. Acorns Robo-Advisor Comparison (2021)

Last Updated: December 12, 2020 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 (2021)

M1 Finance vs. Merrill Edge Brokerage Comparison (2021)

Last Updated: January 2, 2021 No 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 (2021)

M1 Finance vs. Wealthfront Brokerage Comparison (2021)

Last Updated: January 2, 2021 No 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 (2021)

M1 Finance vs. Wealthsimple Brokerage Comparison (2021)

Last Updated: January 2, 2021 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 (2021)

M1 Finance vs. ETRADE Brokerage Comparison (2021)

Last Updated: January 2, 2021 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 (2021)

M1 Finance vs. Charles Schwab Brokerage Comparison (2021)

Last Updated: January 2, 2021 No Comments – 7 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 (2021)

M1 Finance vs. Ally Invest Brokerage Comparison (2021)

Last Updated: January 2, 2021 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 (2021)

M1 Finance vs. Folio Investing Brokerage Comparison (2021)

Last Updated: January 2, 2021 No Comments – 6 min. read

m1 finance vs folio investing

M1 Finance and Folio Investing use "pies" and "folios" respectively, allowing granular control of investment selection and allocation. Here we'll compare the two platforms. I wrote a separate comprehensive review of M1 Finance here if you're interested in seeing the specifics of the platform. M1 Finance vs. Folio Investing - Summary Comparison *Folio Investing has a … [Read more...] about M1 Finance vs. Folio Investing Brokerage Comparison (2021)

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Most Popular

Ray Dalio All Weather Portfolio Review, ETF’s, & Leverage

Riding the HEDGEFUNDIE Adventure (UPRO/TMF) on M1 Finance

Golden Butterfly Portfolio Review and M1 Finance ETF Pie

Harry Browne Permanent Portfolio Review, ETFs, & Leverage

Treasury Bonds vs. Corporate Bonds – The Showdown

VIG vs. VYM – Comparing Vanguard’s 2 Popular Dividend ETFs

The 60/40 Portfolio Review and ETF Pie for M1 Finance

Bogleheads 3 Fund Portfolio Review and Vanguard ETFs To Use

The Best M1 Finance Dividend Pie for FIRE & Income Investors

Portfolio Asset Allocation by Age – Beginners to Retirees

The 5 Best Stock Brokers Online for Investing (2021 Review)

The 4 Best Investing Apps for Beginners (2021 Review)

The 7 Best Small Cap Value ETFs (3 From Vanguard)

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