By Kendra Wallace, Passiv user
I’ve been investing for years, and moved to self-investing about 3 years ago.
DIY investing is amazing - but managing it is kind of a pain. (Spreadsheets, anyone??)
I was THRILLED when I found Passiv because it’s exactly what I needed.
It’s the best of both worlds - the simplicity of having everything taken care of, with the savings of self-investing!
Here’s what I love about Passiv…
1: Invest in 1 click
It takes 3 seconds and BAM, all my cash is invested!
The blue “Allocate” button is my absolute favorite.
No fiddling with spreadsheets to see how much of each fund to buy and placing individual trades. Passiv does it all for me at the click of a button.
Plus I’m notified anytime there’s cash in my account, so I get it invested and working for me ASAP!
2: I’m getting richer
Love seeing my “get rich slow” plan working!
3: I know my rate of return
This is GOLD.
I see my returns for my entire portfolio, individual accounts, and whatever timeframe I choose.
(It’s a struggle to find this in my brokerage - and don’t even get me started on how painful it was to get from my advisor back when I used one!)
4: Dividend paydays
Gotta love that sweet, sweet cash rolling in!
It gets pretty granular by breaking down exactly how much I make each month and from which funds, and I love the simple overview that tells me “the big numbers”.
I see how much I’ve made in dividends this year…
And how much I make on average each month!
5: Set-and-forget portfolios
I set up what I want my portfolio to look like, and Passiv takes care of the rest.
No more calculating how much of each fund to buy, rebalancing or fiddling with spreadsheets 🎉
Anytime there’s cash to invest, I just press the ‘magic button’ and it automatically buys everything based on my portfolio.
6: I’m reaching my financial goals
I see my progress - and I’m *crushing* my goals.
I was SO excited when I hit the quarter-million mark. My next goal is half a million dollars!
7: I have a clear plan
Passiv’s goal calculator makes it easy to see how to get there.
All things being equal, if I contribute $1100 a month I should be a millionaire in 2037 :)
8: I manage all our investments
I get a complete overview of both my and my husband’s investments.
It’s so convenient to manage both our investments at the same time, without logging into 2 separate accounts.
Plus, I love seeing what we’ve built together all in one place :)
9: It makes me a better investor
Passiv helps me invest more consistently because it’s so easy.
Instead of procrastinating because I don’t want to mess around with spreadsheets and placing individual trades,
I invest more often because it’s quick and easy. And investing regularly is one of the best ways to grow wealth.
It takes thinking and emotions out of investing, so I don’t get stalled or sidetracked. My plan is in place, and Passiv keeps me on track!
I literally recommend Passiv to all my friends, because we need to invest if we want a cushy retirement.
And DIY investing is SO affordable -
If we were still investing in mutual funds with our advisor, it would cost us almost $20,000 more a year!
Now I keep that money for myself, while having it be just as quick and easy by using Passiv 🙌
Easily manage your investments with Passiv!
