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  1. S

    Wealthnavi performance compare to other Nisa providers

    @cloyne OP: you shouldn’t be counting on returns of 9% or 12% a year. Historically, there have been 10 year periods with zero or worse returns.
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    Do you keep the 2.4 Million Allowance for the tax year?

    @phillev Thanks for the information.
  3. S

    Do you keep the 2.4 Million Allowance for the tax year?

    Do you keep the 2.4 Million allowance for the tax year if you sell something? Thanks in advance.
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    Switching NISA from WealthNavi to other institution

    @revincentiii It seems like even with the 2 years of investments in WealrhNavi , you might not have enough to fill the 2024 NISA limit. So in that case you might as well close WealthNavi and stick everything in your new provider.
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