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Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build a passive investment strategy at their online broker. It eliminates the need to use spreadsheets, saves you from having to log into your broker to place trades and helps you stick to your portfolio’s target allocation. With Passiv, users can be their household’s wealth manager. Note that Passiv is not a robo-advisor - it won’t tell you what you should invest in, so you’ll need to decide that yourself, either through self-education or alongside a financial advisor. Passiv is also not an algorithmic trading platform trying to outperform the market.

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MLB: Leading Off July 28th 2022 (Ep. 562)