facebookRobo War Experiment July Update - Seedly

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Tan Choong Hwee

Tan Choong Hwee

Investor/Trader at Home

Edited 05 Aug 2021

βˆ™

Robo-Advisors

Robo War Experiment July Update

As a follow up on my mid year performance update (https://seedly.sg/posts/mid-year-performance-up...), here is the July update. I have made several changes to the benchmark section:

  1. Added MSCI ACWI as benchmark.
  2. Some feedback from Seedly community that my robo performance was based on SGD, but the benchmark was based on USD. So, I have taken FX rate into account for the benchmark performance.
  3. My original benchmark performance was based on a lumpsum investment in Jan. However, my robo was lumpsum in Jan, but DCA from Feb onwards. So, I have done up a simulation of benchmark performance with the same lumpsum to DCA ratio on exact same dates of investments.
  4. What I didn't cater for is the dividend returns for indices, simply because I don't have a source of total return data for all 3 indices.
  5. Another discrepancy would be indices are not tradeable. We would have to use index ETFs to simulate, and there would be additional costs involved (TER, tracking errors, brokerage fees, bid/ask spreads, etc.). Too much efforts to just getting a feel of the robo performance against benchmark indices.

The source of indices and FX rates are:

MSCI World Index - https://www.investing.com/indices/msci-world-hi...

MSCI ACWI - https://www.investing.com/indices/msci-world-st...

S&P 500 - https://www.investing.com/indices/us-spx-500-hi...

FX Rates - https://www.x-rates.com/historical/

Discussion (5)

What are your thoughts?

I’m taking notes, thanks for sharing this.

How long do you intend to continue this experiment?

asking because since all 3 robos you are tracki...

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