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Tan Choong Hwee

Tan Choong Hwee

Level 13ยทInvestor/Trader at Home

02 Jul 2021

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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    Tan Choong Hwee

    Tan Choong Hwee

    02 Jul 2021

    Level 13ยทInvestor/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 13ยทInvestor/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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        I like Stashaway- they are 'active' managers of passive funds. I am happy that they have strong beie...

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