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Client view #13: Matthias Bauer

At ETFmatic we have the pleasure of serving clients in 32 European countries. We see this as an incredible advantage being able to interact with such a large and diverse group of people from all walks of life. As our aim is to democratise finance for all Europeans we ask our clients if they would be willing answer questions on their experience and initial decision to use ETFmatic. The post below is part of an ongoing series where we share the experiences some of the amazing clients we serve today.
Name:Matthias Bauer

How long have you been investing for?

1.5 years

Describe your investment goals. Are they long-term, short-term, are you on track? Have you changed your investment strategy over the years? If so, how?

More long-term, feel on track. Have migrated from very simple robo-advisors to a mix of more sophisticated tools and also some manual trading of indexes etc.

Why did you decide to use ETFmatic?

Seemed like a good mix between power/complexity/control and ease of use & access, i.e. more control than Vaamo, but not as annoying and time consuming as manual trading.

Can you provide a brief overview of your experience so far - How much are you investing, how long for, and how satisfied are you with returns to date?

I’m investing between 1000 and 2000€ per month, depending on my other expenses. Slowly ramped up from 50€ over time. Pretty satisfied with my returns (10-20% yoy)

How comfortable are you with using a robo-advice platform, how does it compare with your investing experience prior?

Very comfortable; robo-advisor is easier while allowing somewhat more control, at similar returns

We'd like to thank Matthias for his time and investing with us. If you would like to be part of our client feedback series and provide your opinion. Good, bad or indifferent, please do let us know.