Test Accounts Week 17

Another up and down week for the markets. The S&P 500 Index had a strong Friday making up for losses in the first four days, finishing up 0.4% for the week. Folio Investing easily outpaced the index for the week, up 1.2%. The Biotech RTG had a very big Friday leading the way up for the week. Schwab Intelligent Portfolios (SIP) matched the index up 0.4%. Lending Club was up 0.2% and Betterment 0.1%.

W/E	S&P 500	BTRMNT	FOLIO	LND CLB	SCHWAB
16-Jan	-1.2%	0.0%	-0.2%	0.0%	-0.2%
23-Jan	1.6%	1.1%	2.0%	0.0%	1.0%
30-Jan	-2.8%	-1.5%	-2.0%	0.0%	-1.3%
6-Feb	3.0%	1.0%	0.9%	0.0%	1.3%
14-Feb	2.0%	1.0%	1.8%	0.0%	1.2%
21-Feb	0.6%	0.6%	0.5%	0.0%	0.4%
28-Feb	-0.3%	0.2%	0.3%	0.7%	0.0%
6-Mar	-1.6%	-1.6%	-0.9%	0.3%	-2.1%
13-Mar	-0.9%	-0.1%	-0.6%	0.2%	-0.7%
20-Mar	2.7%	2.1%	0.6%	0.2%	1.0%
27-Mar	-2.2%	-1.0%	-2.3%	0.3%	0.5%
3-Apr	0.3%	0.6%	0.0%	0.3%	0.8%
10-Apr	1.7%	1.2%	2.5%	0.3%	1.3%
17-Apr	-1.0%	-0.3%	-1.5%	0.3%	-0.3%
24-Apr	1.8%	1.0%	1.9%	0.3%	1.0%
1-May	-0.4%	-0.8%	-3.5%	0.3%	-0.6%
8-May	0.4%	0.1%	1.2%	0.2%	0.4%

 Since I started this 17 weeks ago, the S&P 500 Index is up 3.5%. Betterment and Lending Club are also up 3.5%. Folio Investing is only up 0.6% for period, but without the $290 annual trading fee, it would be also up 3.5%. Interesting coincident. Only Schwab’s SIP is different, up 3.9%.