ADVERTISEMENT

Talking Recipes with a Master ETF Chef

Talking Recipes with a Master ETF Chef

(Bloomberg) -- If putting ETFs together to make a portfolio is a bit like cooking, then Dan Egan of robo-adviser Betterment LLC is a master chef. 

On the fourth episode of Trillions, we get a first-hand look at how a professional builds ETF portfolios that work for different types of investors with varied goals. We look at how ETFs are chosen and assembled as well as the psychological methods Betterment uses to keep investor eyes on the prize, and not the market. 

 

To contact the authors of this story: Eric Balchunas in Skillman at ebalchunas@bloomberg.net, Joel Weber in New York at jweber66@bloomberg.net.

To contact the editor responsible for this story: Magnus Henriksson at mhenriksso10@bloomberg.net.

©2018 Bloomberg L.P.