Advertisement
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...
7
Discussion (7)
Learn how to style your text
Reply
Save
Rachelle Lye
05 Oct 2021
Digital Marketing at Fintech
Wow you even include the FX rate! Love how detailed your experiment is!
Reply
Save
Write your thoughts
Related Articles
Related Products
StashAway
4.7
1297 Reviews
StashAway Simple Guaranteed 3.55% p.a. (Guaranteed rate)
Cash Management
INSTRUMENTS
None
ANNUAL MANAGEMENT FEE
None
MINIMUM INVESTMENT
3.5%
EXPECTED ANNUAL RETURN
Mobile App
PLATFORMS
Endowus
4.7
657 Reviews
Syfe
4.6
935 Reviews
Advertisement
That makes me wonder why their presentation often depicts their portfolio are better than any of the MSCI portfolios...