So the month of February is now in the books for my little high paid adviser versus robo-adviser experiment. Interestingly enough, February ended in a virtual tie, with my adviser managed portfolio edging very slightly ahead for the month. So, for February, my adviser managed portfolio was down 0.92%, while the robo-adviser portfolio was down 0.96%.
By comparison, the Dow was up about 3% while the S&P was down 0.4%.
So the adviser managed portion of the portfolio is still running slightly ahead.
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