Anonymous
Not satisfied with the returns so far and wondeeing if anyone has compared both?
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Chris
24 Mar 2021
Owner and Writer at Tortoisemoney.com
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Hmm, can I just ask first, how long have you been using the service? Comparison of short-term returns might not be telling of the true strengths and the performance of the portfolio.
Also, I think it's important to understand the differences in both portfolios to understand what you're really investing in.
Stashaway 36RI has an allocation to commodities (20%) and real estate (7%) as compared to Equity100 which is just full on equities. Both have their pros and cons, with Stashaway having greater diverisification across asset classes which helps to cushion against some volatility (an arguement can be made for whether REITs and gold move together or separately from the market but that's a higher level discussion), whereas Equity100 of course exposes you to greater upside, but also greater downside.
So ultimately, the decision is whether Equity100 is within your risk appetite and aligned with your goals. And if you decide that the answer is yes to both, then sure, why not!