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Rob Berger

I Used AI to Grade a Real 16-Fund Portfolio. The Result Surprised Me

Aug 11, 2026 · 0:23:02
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✨ AI Summary
  • Advisor charges 1.6% annually for a 16-fund ETF portfolio.
  • Advisor unfamiliar with the 'widow's penalty' concept.
  • Questioning portfolio complexity and potential for simplification.

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