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Common Robo-Advisor Features--> March 10, 2021
astroboy

COMMON ROBO-ADVISOR FEATURES:

Portfolio management

  • Allocate funds to risky & risk-free securities in line with investors’ preferences

  • Monitor economic conditions

  • Re-balance portfolio by adjusting the weights of risky & risk-free securities.

Automated Tax-loss harvesting

  • Selling securities at loss for saving on capital gains tax, avoiding taxes on that income.

  • In parallel, investing in similar securities, maintaining portfolio allocation & reap rewards of an upturn

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