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.
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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