HEXELE
The Elements of Investing
Inputs
Hex |
Input |
Income |
$250,000 |
Wealth |
$500,000 |
Time Horizon (Years) |
10 |
Age |
20 |
Risk (1-5) |
5 |
Investment |
$10,000 |
Portfolio
Hex |
Asset Class |
Investment |
Allocation |
ETF |
Amount |
? |
|
Equities |
$9,932 |
99.3% |
VTI |
46 |
|
| | | | VEA |
35 |
| | | | VWO |
33 |
|
|
Commodities |
$12 |
0.1% |
DJP |
0 |
| | | | DBC |
0 |
|
Alternatives |
$14 |
0.1% |
VNQ |
0 |
| | | | PFF |
0 |
|
Credit |
$20 |
0.2% |
HYG |
0 |
| | | | LQD |
0 |
|
Government |
$15 |
0.2% |
BND |
0 |
| | | | MUB |
0 |
| | | | TIP |
0 |
| | | | EMB |
0 |
| | | | GOVT |
0 |
|
Cash |
$7 |
0.1% |
| |
Investment service cost comparison
Based on your $10,000 investment the estimated cost of managing this portfolio over 3 years
Service |
3 Year Cost |
Hexele Average |
$7 |
Robo Advisory service |
$85 |
Full service Advisor |
$339 |
Lowest 3 year cost and the Hexel recommendation
$-38
Portfolio Cost Table
Robo |
Etrade |
Schwab |
Merrill |
Fidelity |
Capital One |
Ally |
$85 |
$21 |
$24 |
$21 |
$24 |
$-8 |
$-38 |