Robo Portfolio – June 2020

Throughout the first half of the year, I’ve made several changes to my portfolio. In addition to my liquidation of AutoWealth. I’ve decided to reduce my monthly investment amount to S$3,000 so as to conserve on cash as my emergency funds.

StashAway

Global (2019) – 36% Risk

Capital: $12,000
Current Value: $14,104.33
Returns: $2,104.33

Global (2020) – 36% Risk

Capital: $14,000
Current Value: $15,850.21
Returns: $1,850.21

Income (2020) – 12% Risk

Capital: $13,500
Current Value: $13,793.87
Returns: $293.87

Endowus

Very Aggressive (Cash)

Capital: $3,000
Current Value: $2,879.73
Returns: -$120.47

Overview

Total capital invested: $42,500
Total current value: $46,627.94
Total returns: $4,127.94

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
Portfolio – May 2020 – $41,082.14 (Liquidated AutoWealth)
Portfolio – June 2020 – $46,627.94

My StashAway portfolio have performed really well except for Endowus.

Going forward, I’ll be reducing my monthly investment amount by half. It’s a painful but much needed decision. The extremely well performing stock markets have certainly made me fearful.