Sunday, February 8, 2015

Test Accounts Week 4



The S&P 500 index was up about 3.0% last week and so were the test accounts. Both Betterment and Wealthfront were up about 1.0%, while the Folio account was up 0.9%.

Lending Club has 396 $25 notes, with 143 issued and 253 in various stages of funding. I set automated investing to invest all the funds and will have 400 notes soon. When a loan at Lending Club is fully funded, they go through a final review. Apparently 4 of the notes selected for my account were cancelled at this step, so the money goes back in my account. Thus, I have $100 of available cash which will be invested soon.

We are beginning to get dividends. I will report on how each account handles these in a few days. Follow me on Twitter @billlanke and I’ll let you know when I update the blog.

W/E
S&P 500
BTRMNT
WLTFRNT
FOLIO
LND CLB






16-Jan
-1.2%
0.0%
0.4%
-0.2%
0.0%
23-Jan
1.6%
1.1%
0.7%
2.0%
0.0%
30-Jan
-2.8%
-3.0%
-0.9%
-2.0%
0.0%
6-Feb
3.0%
1.0%
1.0%
0.9%
0.0%

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