Robo Portfolio – August 2020

In August, StashAway announced to reduce the interest for its StashAway Simple, while US have fully recovered from the covid crash.

StashAway

Global (2019) – 36% Risk

Capital: $12,500
Current Value: $15,269.05
Returns: $2,769.05

Global (2020) – 36% Risk

Capital: $16,000
Current Value: $18,646.11
Returns: $2,646.11

Income (2020) – 12% Risk

Capital: $15,000
Current Value: $15,218.11
Returns: $218.11

Endowus

Very Aggressive (Cash)

Capital: $3,400
Current Value: $3,451
Returns: $51

Overview

Total capital invested: $46,900
Total current value: $52,584.27
Total returns: $5,684.27

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
Portfolio – July 2020 – $49,296.25
Portfolio – August 2020 – $52,584.27

Happy to see that both StashAway and Endowus have recovered.

The 2nd half of the year will always be a struggle to save-up with all the sales going around. My expenses for the July and August have increased significantly. Hopefully I would be able to hit 65K by the end of the year.

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