Hex

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 ?
ggg Equities $9,932 99.3% VTI 46 * Vanguard Total Stock Market ETF * Expenses 0.05% * Represents 99.5% of the total market capitalization of all of the United States common stocks.
VEA 35
VWO 33 Vanguard Total Stock Market ETF (the Fund) is an exchange-traded share class of Vanguard Total Stock Market Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the of the MSCI US Broad Market Index, which represents 99.5% or more of the total market capitalization of all of the United States common stocks traded on the New York and American Stock Exchanges and the Nasdaq over-the-counter market. The Fund typically holds the largest 1,200 to 1,300 stocks in its target index (covering nearly 95% of the index’s total market capitalization) and a representative sample of the remaining stocks. It holds a range of securities that, in the aggregate, approximates the full index in terms of key characteristics. These key characteristics include industry weightings and market capitalization, as well as certain financial measures, such as price/earnings ratio and dividend yield. Its investment advisor is The Vanguard Group, Inc.
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
Schwab | Merrill | Etrade | Fidelity | TD Ameritrade | Capital One | Ally |