I’ve invested into StashAway and AutoWealth since 2019 and have added EndowUs earlier this year. Earlier this year, I’ve liquidated all shares accumulated via POEMS Share Builder Plan (Thankfully I did) and is currently moving all funds into the various Robo-Advisors portfolio slowly every month.
During the 2020 market crash, I have added additional one-month monthly invested value to StashAway in order to further DCA downwards. Earlier this year, I’ve created another 2020 portfolio to observe the difference for investing one-year apart, the result was interesting. For this, I will blog in another post, stay tune.
StashAway
Global (2019) – 36% Risk
Capital: $11,000
Current Value: $11,548.10
Returns: $584.10
Global (2020) – 36% Risk
Capital: $10,000
Current Value: $10,233.71
Returns: $233.71
Income (2020) – 12% Risk
Capital: $10,500
Current Value: $10,152.40
Returns: -$347.60
AutoWealth
Risk Profile 4 (2019)
Capital: $10,500
Current Value: $10,683
Returns: $183
Endowus
Very Aggressive (Cash)
Capital: $2,600
Current Value: $2,218
Returns: -$382
Overview
Total capital invested: $44,600
Total current value: $44,871.21
Total returns: $271.21
Past Performance
Portfolio – January 2020 – $28,564.79
Portfolio – February 2020 – $31,995.79
Portfolio – March 2020 – $35,722.46
Portfolio – April 2020 – $44,871.21
Majority of my portfolios are still underwater, specially for investments that I’ve started earlier this year. Two main losses I had was from EndowUs’s Dimensional World Equity Fund and StashAway SGD Income Portfolio. It may probably take quite a long period of time to recover looking at the current market outlook.
