The 2017 Q4 Robo Performance Results are in. Stock Circles' 2017 Q4 Robo Performance Report includes data sources published and maintained by BackEnd Benchmark. The report contains Q4 performances for the most prestigious names in the robo-advisory industry.
We took these results and compared them with Stock Circles model strategy so that we can benchmark Artificial Intelligence stock investing to traditional robo-investing / rebalancing methods.
Here are the results: http://bit.ly/2E6ZBrP
Most of these robos are trading index funds. An index fund is a type of mutual fund with a portfolio constructed to match or track the components of a market index, such as the Standard & Poor's 500 Index (S&P 500). An index mutual fund is said to provide broad market exposure, low operating expenses and low portfolio turnover.
They follow a passive form of investing. As such, these robos produce very similar results to one another. The performance results are said to track the index they follow.
Stock Circles on the other hand actively trades the S&P producing short-term trades. In that regard, it is considered a completely different trading strategy. It's Artificial Intelligence screens, monitors and auto-trades the same stocks found in index funds. Yet, Stock Circles' model strategy featured a performance close to twice that of the S&P for the same period.
Q4 Robo Performance Report
Robo-Advisors Performance Comparison
Data from October 1st, 2017 to December 29, 2017
Robo data provided by: Backend Benchmark, Q4 Robo Report published February 1st, 2018
Stock Circles' Model Strategy Data: Stock Circles Model Strategy, 2016 - 2017
Disclaimer: Backend Benchmark's data has not been website audited. Robo-Companies operating large funds have different trading operations and fee structures than Stock Circles who is not operating a fund. Stock Circles' model strategy actively trades the S&P. This data is solely intended as an illustration to provide a performance comparison of popular US Robo-Companies trading equities with Stock Circles' model strategy. All Stock Circles results are calculated before expenses.