Robo War Experiment (RWE) Update – June 2025

This Opinion post first appeared in my blog here: https://pwlcm.wordpress.com/2025/07/02/robo-war-experiment-rwe-update-june-2025/

This is a performance update to my Robo War Experiment (RWE) posted here:
https://pwlcm.wordpress.com/2025/06/03/robo-war-experiment-rwe-update-may-2025/

Disclaimer: This post is just for educational sharing purposes. Please do your own due diligence on any products mentioned in this post.

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Performance Update

Here is the June 2025 Performance Update:

All 5 robo advisor portfolios and 3 benchmark indices continued in the black in June 2025. Their YTD Returns and XIRR since inception had improved compared with that of May 2025, and all except Syfe Equity 100 and S&P 500 returned to positive territory in terms of YTD Returns.

In terms of XIRR since inception, Endowus continued to retain the leader position among the robo advisors, slightly lagging behind MSCI World Index, beating the MSCI ACWI, and lagging behind the S&P 500 index.

Key Observations

1. All 5 robo advisor portfolios and 3 benchmark indices continued to be in the black in June 2025.
2. Endowus continued to retain the leader position among the robo advisors in terms of XIRR since inception.

Referral Links

Endowus: https://endowus.com/invite?code=J6YV3
Syfe: https://www.syfe.com/invite/wealth/SRPTRJTFQ
StashAway: https://www.stashaway.sg/referrals/choonght43
MoneyOwl: https://moneyowl.com.sg/app/accounts/sign-up?referral_code=5FZY-58AG
SquirrelSave: https://app.squirrelsave.com.sg/Start/Referralcode?referralid=2996