facebookRobo War Experiment - September 2021 Update - Seedly

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          Tan Choong Hwee

          Tan Choong Hwee

          Level 13·Investor/Trader at Home

          05 Oct 2021

          Robo-Advisors

          Robo War Experiment - September 2021 Update

          September update on my Robo War Experiment. This month I added annualized IRR computation using Excel XIRR function.

          September is a loss month for all 3 robo advisors' portfolios, so are MSCI World and S&P 500, but MSCI ACWI managed to post positive returns. AC stands for All Country, i.e. MSCI ACWI covers more countries than MSCI World, implying wider diversification works well in time of turbulence.

          Please read previous posts for background info on this experiment:

          Mid Year 2021 - https://seedly.sg/posts/mid-year-performance-up...

          July 2021 - https://seedly.sg/posts/robo-war-experiment-jul...

          August 2021 - https://seedly.sg/posts/robo-war-experiment-aug...

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              Discussion (7)

              What are your thoughts?

              That makes me wonder why their presentation often depicts their portfolio are better than any of the MSCI portfolios...

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                  Rachelle Lye

                  Rachelle Lye

                  05 Oct 2021

                  Level 14·Digital Marketing Associate at Seedly

                  Wow you even include the FX rate! Love how detailed your experiment is!

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