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.
