Worth $1,500
Invest $30K to get a 5% match here using code ROOTSMATCH5.
Roots distributed $1.3 million to investors last quarter. They have a 12–15% targeted annual return, ~13% compound annual growth rate and ~12% trailing twelve month return.
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If it makes the low end of its targeted annual return and continues on the rate over the past twelve months, your investment would grow to $35,280 for an ~18% IRR that you can withdraw in a year. If it maintains its compound annual growth rate it would be ~19%. At the high end of its targeted annual return range, it would net ~$21% when you withdraw $36,225 in a year.
Caveat
I’m just here for the promos. This significantly amps up the scale.
Conclusion
Is this a good idea? It is certainly a better idea than investing in this without the 5% match.
TL; DR
If you’re ever going to invest in Roots, do it now to get the match.
