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The Robo Report(R) Edition 29 Has Been Released Today Covering the Third Quarter of 2023

Thursday, 16 November 2023 04:15 PM

Condor Capital Wealth Management

MARTINSVILLE, NJ / ACCESSWIRE / November 16, 2023 / The Robo ReportĀ® Edition 29 has been released today covering the third quarter of 2023, announced Ken Schapiro, MBA, CFA, Founder and CEO of Condor Capital Wealth Management.

The Robo Report has accumulated 5-year track records for many top robo advisors. This edition tracks 42 accounts at 27 different providers.

"For both the YTD and one-year categories, Stash took the top spot thanks to, in part, a large allocation to growth" said David Goldstone, CFA, Manager of Investment Research at Condor Capital.

"For three-year trailing returns, Schwab Domestic Focus benefited for its high exposure to U.S. equities, which was a major determining factor for the winners for this time period," said Thomas Leahy, CFA, Financial Advisor at Condor Capital. "Schwab's Domestic Focus portfolio also benefited from it's fundamental-weight ETFs," added Leahy.

Kristopher Jones, CFA, Financial Analyst for Condor Capital added, "Marcus Core IRA was the top performer in the five-year category, due in large part to its large domestic equity allocation."


Year-to-Date Total Performance Winner: Stash Smart Portfolio, 2nd: SoFi, rd : Vanguard Digital Advisor

One-Year Total Performance Winner: Stash Smart Portfolio, 2nd: Betterment Broad Impact SRI, 3rd: Fidelity Go

Three-Year Total Performance Winner: Shwab Domestic Focus, 2nd: Wealthfront (2016), 3rd: Zacks Advantage

Five-Year Total Performance Winner: Marcus Invest Core IRA, 2nd: Wealthfront (2016), 3rdZacks Advantage

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SOURCE: Condor Capital Wealth Management

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