COMMON ROBO-ADVISOR FEATURES:
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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