Sunday, February 15, 2015

Test Accounts Week 5



Another up week for the market, with the S&P 500 index gaining 2.0%. The 3 market related test accounts were also up. Betterment was up 1.0%, Wealthfront gained 0.8%, and Folio Investing 1.8%. These accounts follow the S&P, but because they contain non stock related components, their moves are less extreme.

Meanwhile at Lending Club, I have 262 notes issued and 138 in various states of funding. The first payments on the issued notes are due in about a week. I suspect we’ll start seeing the account balance increase in two weeks.

We are getting some dividends in the accounts. I’ll describe how they are handled 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%
-1.5%
-0.9%
-2.0%
0.0%
6-Feb
3.0%
1.0%
1.0%
0.9%
0.0%
14-Feb
2.0%
1.0%
0.8%
1.8%
0.0%







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