Robo War Experiment (RWE) Update – November 2022

This Opinion post first appeared in my blog here: https://pwlcm.wordpress.com/2022/12/03/robo-war-experiment-rwe-update-november-2022/

This is a performance update to my Robo War Experiment (RWE) posted here: https://seedly.sg/opinions/robo-war-experiment-rwe-update-october-2022/

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

Performance Update

Here is the November 2022 Performance Update:

We had another month of positive returns for all the 5 robo advisors and 3 benchmark indices. This time round Syfe Equity 100 portfolio is the best performer among them, but only Endowus Equity 100 portfolio and S&P 500 XIRR returned to positive territory since inception.

Key Observations

1. All 5 robo advisors and 3 benchmark indices have positive returns in November 2022.
2. The best performer is Syfe Equity 100 portfolio with 6.86% monthly return.
3. Endowus Equity 100 portfolio is the only robo advisor who broke even in terms of XIRR since inception.