facebookRobo War Experiment - September 2021 Update - Seedly

Tan Choong Hwee

Solutions Specialist at Providend

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...

Discussion (7)

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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

05 Oct 2021

Digital Marketing at Fintech

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

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