Graham Stephan tells the CEO of Robinhood he saved $16,000/year by uploading his entire portfolio to Claude
“I uploaded my entire portfolio to Claude about a week ago. And I said, ‘rate my portfolio. Tell me everything I'm doing wrong or any improvements.’”
“It gave me a whole list. And believe it or not, it saved me $16,000 a year after tax.”
“Because it said one of the funds that I was holding was paying a slightly higher expense ratio than a near identical fund that I could buy from Vanguard. If you sell this fund, you could realize a very small loss, realize this tax loss, move it into this other fund that has a lower fee, and that fee works out to $16,000 a year.”
Everyday life
A portfolio review by Claude found a fund swap worth $16,000 a year
On The Iced Coffee Hour, co-host Graham Stephan told Robinhood's CEO that uploading a whole portfolio to Claude and asking what was wrong flagged a fund with a higher expense ratio than a near-identical Vanguard one. Selling it and switching saves $16,000 a year after tax.
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