Robo War Experiment (RWE) Update – November 2023

This Opinion post first appeared in my blog here: https://pwlcm.wordpress.com/2023/12/04/robo-war-experiment-rwe-update-november-2023/

This is a performance update to my Robo War Experiment (RWE) posted here:
https://pwlcm.wordpress.com/2023/11/11/robo-war-experiment-rwe-update-october-2023/

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 November 2023 Performance Update:

November 2023 saw a strong rebound of all 5 robo advisor portfolios and 3 benchmark indices. Endowus portfolio retained its top performer position in monthly return, YTD return and XIRR since inception among the robo advisors, but still lost out to the indices.

Key Observations

1. All 5 robo advisors and 3 benchmark indices showed strong rebound in November 2023.
2. Endowus portfolio remained the top performer in monthly return, YTD return and XIRR since inception among robo advisors.
3. The other 4 robo advisor portfolios still stayed in negative territory for 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