facebookMid Year Performance Update on My Robo War Experiment - Seedly

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          Tan Choong Hwee

          Tan Choong Hwee

          Level 13Β·Investor/Trader at Home

          02 Jul 2021

          βˆ™

          Robo-Advisors

          Mid Year Performance Update on My Robo War Experiment

          I have started a Robo War Experiment since Jan 2021. Did a small lumpsum investment into Endowus Equity100, Syfe Equity100, and StashAway SRI36% in Jan, then monthly DCA starting from Feb, and intend to continue until at least Dec 2021.

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              What are your thoughts?

              Tan Choong Hwee

              Tan Choong Hwee

              02 Jul 2021

              Level 13Β·Investor/Trader at Home

              All portfolio values are in SGD.

              The monthly return formula:

              (Current Month End Portfolio Value + Current Month Redemptions + Current Month Dividends) / (Previous Month End Portfolio Value + Current Month Investments) - 1

              The quarterly return formula:

              (1 + M1 Return) x (1 + M2 Return) x (1 + M3 Return) - 1

              The YTD returnn formula:

              (1 + Q1 Return) x (1 + Q2 Return) - 1

              The returns are benchmarked against MSCI World Index and S&P 500.​​​

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                  Tan Choong Hwee

                  Tan Choong Hwee

                  23 Jul 2021

                  Level 13Β·Investor/Trader at Home

                  Top 10 composition of Syfe Equity100 includes MCHI and KWEB.

                  ​

                  PS. posted image here for @Pengfei because don't know how to add image in reply.

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