Robo Portfolio – July 2020

Starting in July, I’ve half my monthly investment amount to $2,500 and started on adding $500 to StashAway Simple every month.

StashAway

Global (2019) – 36% Risk

Capital: $12,250
Current Value: $14,608.52
Returns: $2,358.52

Global (2020) – 36% Risk

Capital: $15,000
Current Value: $17,156.99
Returns: $2,156.99

Income (2020) – 12% Risk

Capital: $14,250
Current Value: $14,442.63
Returns: $192.63

Endowus

Very Aggressive (Cash)

Capital: $3,200
Current Value: $3,088.11
Returns: -$112.09

Overview

Total capital invested: $44,700
Total current value: $49,296.25
Total returns: $4,596.25

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

StashAway been performing extremely well, except for Endowus might still be months away to be on the road to recovery.

I’m excited to see my Robo-Advisor’s portfolio value to be crossing the $50,000 mark by next month. In addition, to be building my additional emergency funds using StashAway Simple as the bank interest rate been really impacted due to the current situation.