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Optimized Portfolio

Investing and Personal Finance

  • 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…
  • Brokers
    • 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…
  • My Toolbox

Brokerage Reviews

M1 Finance vs. Folio Investing Brokerage Comparison (2023)

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

m1 finance vs folio investing

NOTICE: Folio Investing is now closed as of January, 2021, with the option to transfer your account to Interactive Brokers. I compared M1 Finance and Interactive Brokers here. 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 … [Read more...] about M1 Finance vs. Folio Investing Brokerage Comparison (2023)

M1 Finance vs. TD Ameritrade Brokerage Comparison (2023)

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

m1 finance vs td ameritrade

Traditional brokerages like TD Ameritrade are slashing fees and adding features to compete with new-age brokers 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. TD Ameritrade - Summary Comparison *TD Ameritrade does have commissions on … [Read more...] about M1 Finance vs. TD Ameritrade Brokerage Comparison (2023)

M1 Finance vs. Acorns Brokerage Comparison [2023 Review]

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

m1 finance vs acorns

New-age, low-cost, low-effort investment platforms like M1 Finance and Acorns are becoming more popular as investors have wisened up to fees and commissions, as well as higher physical and mental barriers to entry, of traditional brokers. Here we'll compare M1 Finance and Acorns. I wrote a separate comprehensive review of M1 Finance here if you're interested in seeing the … [Read more...] about M1 Finance vs. Acorns Brokerage Comparison [2023 Review]

M1 Finance vs. Stash Brokerage Comparison [2023 Review]

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

m1 finance vs stash

New-age, low-cost investment platforms like M1 Finance and Stash are becoming more popular as investors wisen up to fees and commissions that have historically been largely overlooked. 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. Stash - Summary … [Read more...] about M1 Finance vs. Stash Brokerage Comparison [2023 Review]

The Best M1 Finance Dividend Pie for FIRE & Income Investors

Last Updated: March 22, 2022 56 Comments – 5 min. read

best high dividend pie for m1 finance

M1 Finance is extremely popular among dividend investors. Here I'm sharing what I believe to be the best high-dividend pie for M1 Finance dividend income investors. Prefer video? Watch it here. I would definitely suggest you read my preliminary discussion before blindly investing in this pie to make sure it matches your strategy. That said, I hate when recipe websites … [Read more...] about The Best M1 Finance Dividend Pie for FIRE & Income Investors

M1 Finance vs. Fidelity Brokerage Comparison [2023 Review]

Last Updated: April 3, 2022 2 Comments – 6 min. read

m1 finance vs fidelity

Low-cost investment brokers like M1 Finance and Fidelity are becoming more popular as investors are wisening up to fees and commissions that have traditionally been largely overlooked. 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. Fidelity - Summary … [Read more...] about M1 Finance vs. Fidelity Brokerage Comparison [2023 Review]

M1 Finance vs. Webull Brokerage Comparison [2023 Review]

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

m1 finance vs webull

Webull and M1 Finance have grown in popularity recently as no-fee investing platforms. Here we'll compare them. M1 Finance vs. Webull - Summary Comparison M1 Finance vs. Webull - Commissions and Fees Both M1 Finance and Webull offer fee-free investing. No trade commissions, no account fees. There are obviously miscellaneous one-time fees for things like … [Read more...] about M1 Finance vs. Webull Brokerage Comparison [2023 Review]

M1 Finance vs. Robinhood Brokerage Comparison [2023 Review]

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

m1 finance vs robinhood

M1 Finance and Robinhood have emerged as two of the most popular platforms for fee-free investing. Here we'll compare them. I wrote a separate comprehensive review of M1 Finance here if you're interested in reading about the nuances of the platform. M1 Finance vs. Robinhood - Summary Comparison M1 Finance vs. Robinhood - Commissions and Fees Both M1 … [Read more...] about M1 Finance vs. Robinhood Brokerage Comparison [2023 Review]

M1 Finance vs. Betterment Brokerage Comparison [2023 Review]

Last Updated: March 22, 2022 1 Comment – 6 min. read

m1 finance vs betterment

"Robo-advisors" are surging in popularity recently with low fees, convenience, and modern interfaces. Betterment is perhaps the most popular robo-advisor. Here we'll compare Betterment and M1 Finance. I wrote a separate comprehensive review of M1 Finance here if you're interested in that. M1 Finance vs. Betterment - Summary Comparison *Betterment's basic plan … [Read more...] about M1 Finance vs. Betterment Brokerage Comparison [2023 Review]

M1 Finance vs. Vanguard Brokerage Comparison [2023 Review]

Last Updated: March 22, 2022 1 Comment – 6 min. read

m1 finance vs vanguard

With investors waking up to brokerage commissions and unnecessary fees, low-cost brokers like M1 Finance and Vanguard are soaring in popularity. Here we'll compare the two. I wrote a separate comprehensive review of M1 Finance here if you're interested in that. M1 Finance vs. Vanguard - Summary Comparison *Both brokers have miscellaneous one-time fees for things … [Read more...] about M1 Finance vs. Vanguard Brokerage Comparison [2023 Review]

M1 Finance vs. Interactive Brokers [2023 Review]

Last Updated: March 22, 2022 2 Comments – 4 min. read

m1 finance vs interactive brokers

If you're looking to invest with zero commissions and low margin rates, chances are you've run across M1 Finance and Interactive Brokers. Let's get right into comparing the two. M1 Finance vs. Interactive Brokers - Summary Comparison M1 Finance vs. Interactive Brokers - Fees and Commissions For U.S. investors, in relation to U.S. exchange-listed stocks and … [Read more...] about M1 Finance vs. Interactive Brokers [2023 Review]

Lowest Margin Rates Brokers (2023 Comparison)

Last Updated: August 25, 2022 8 Comments – 7 min. read

interactive brokers interface screenshot

With interest rates at all-time lows, some brokers are passing savings on to their retail investor base in the form of lower margin rates. This is great, allowing you to more cheaply leverage your portfolio. I won't bore you with an unnecessary primer on what margin is; if you landed here, you likely already know. If you're unfamiliar with what margin is, check out this post. … [Read more...] about Lowest Margin Rates Brokers (2023 Comparison)

Motif Investing Alternatives – Consider M1 Finance

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

motif investing alternative logo

If you're here, you probably already know Motif Investing is closing and you're probably researching alternatives. M1 Finance is probably the best one. Here's why. Motif Investing Closing Announcement Motif Investing announced in an email to retail investors on April 17 that it would suddenly be closing after 10 years, a shock to members of Motif. No specific … [Read more...] about Motif Investing Alternatives – Consider M1 Finance

M1 Finance Review – Pros, Cons, Features, & FAQ (2023)

Last Updated: February 15, 2023 10 Comments – 21 min. read

m1 finance review thumbnail logo

M1 Finance is an investing platform that has surged in popularity recently. Here I'll review everything you need to know about it. M1 Finance Pros and Cons Summary Pros Cons What is M1 Finance? M1 Finance is somewhat of a hybrid between newer "robo-advisors" and traditional brokerages. It has the technology, simplicity, and attraction of the former, … [Read more...] about M1 Finance Review – Pros, Cons, Features, & FAQ (2023)

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Ray Dalio All Weather Portfolio Review, ETFs, & Leverage (2023)

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Portfolio Asset Allocation by Age – Beginners To Retirees

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

The 4 Best Investing Apps for Beginners (2023 Review)

The 7 Best Small Cap ETFs (3 From Vanguard) for 2023

The 6 Best REIT ETFs To Invest in Real Estate for 2023

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Why, How, & Where To Invest Your Emergency Fund To Beat Inflation

VOO vs. VTI – Vanguard’s S&P 500 and Total Stock Market ETFs

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Ben Felix Model Portfolio (Rational Reminder, PWL) ETFs & Review

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