Can someone share your robo-advisor (Stashaway, Autowealth, Smartly) performance so far? - Seedly

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Asked by Anonymous

Asked on 28 Aug 2018

Can someone share your robo-advisor (Stashaway, Autowealth, Smartly) performance so far?

Still deciding to invest between Stashaway, Autowealth and Smartly

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Kenneth Lou
Kenneth Lou, Co-founder at Seedly
Level 8. Wizard
Updated on 07 Jun 2019

Updated April 2019:

Stashaway: Started in Aug 2017 with maximum risk growth portfolio, contributed 1 x lump sum and monthly contributions, SGD returns = 7%

You can read more reviews here:

Stashaway: https://seedly.sg/reviews/robo-advisors/stashaway

Smartly: https://seedly.sg/reviews/robo-advisors/smartly

AutoWealth: https://seedly.sg/reviews/robo-advisors/autowealth

2 comments

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Ric Wang Poh Peng
Ric Wang Poh Peng

30 Aug 2018

Did you mean Aug 2017?
Kenneth Lou
Kenneth Lou

14 Sep 2018

Oops yes I meant Aug 2017! haha
Shaun Goh
Shaun Goh
Level 3. Wonderkid
Updated on 07 Jun 2019

Updated Apr 2019

Stashaway: Started in Oct 2017 with 60/40 portfolio on monthly contributions. Switched to 80+ equity during the trade war & SGD returns shot up to 11% (from 3 - 4% previously)

Question: Hypothetically if i knew a market crash would come in a month or so, would it be wise to lower my risk profile OR maintain risk profile and continue (or even pump) DCA-ing. Is it possible for the portfolio to get wiped permanently (due to some weird rebalancing) ?

2 comments

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summer
summer

14 Apr 2019

Hi Shaun, may I know what is DCA?
Shaun Goh
Shaun Goh

14 Apr 2019

Dollar cost averaging.. Investing the same amount at fixed intervals (e.g. Monthly, quarterly, yearly) instead of trying to time the best time to invest. The points at which you buy high and low (hopefully) averages out over the long term.
He Jian Hong
He Jian Hong
Level 2. Rookie
Updated on 07 Jun 2019

I've been using for almost a year... all the while hardly went above 4%... after i set the new risk level... within a month went up to 11%... I should be happy since its earning me moolah but somewhere Im afraid... what goes up fast and hard also comes down fast and hard... For example... Cryptos...

STASHAWAY

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Shaun Goh
Shaun Goh

10 Apr 2019

If you expected a stock market crash, will you switch to a lower risk portfolio (at least until it recovers)? Only con is if you continued to put money in, you wouldn't be taking advantage of the weakness.
He Jian Hong
He Jian Hong

11 Apr 2019

Shaun Goh -> No, I set it to the highest risk possible and leave it as it is. Last year there was a serious dip to -20% over... but just ignore and hold and keep doing DCA... right now its back to +11% again...
Tang Ching Pang
Tang Ching Pang
Level 3. Wonderkid
Answered on 10 Apr 2019

7.8% since April 2018. Even got - % during the last year recession (right term?) but eventually raise to 7.8% now.

0 comments

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Khoo Guo Jie
Khoo Guo Jie
Level 2. Rookie
Answered on 10 Apr 2019

Stashaway started Dec 2017

15% risk

Currently DCA 1k per mth

Return 13%

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Bob le Croquemitaine
Bob le Croquemitaine
Level 2. Rookie
Answered on 30 Aug 2018

Stashaway from Feb 2018 : +3.3% Highest risk profile available Smartly from Mar 2018 : +4% Highest risk profile Contributing monthly for both

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Darren Ng
Darren Ng
Level 2. Rookie
Answered on 10 Apr 2019

Stashaway Started in Dec 17.

DCA $500 with initial sum of 1K

15% risk SGD returns 8%

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Michael Lee
Michael Lee
Level 2. Rookie
Answered on 10 Apr 2019

Started in early March with stashaway.

Core portfolio with 18.5% risk.

2.6% after 1 month. Just did a topup few days ago.

0 comments

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Veronique A Dawson
Veronique A Dawson
Level 2. Rookie
Answered on 10 Apr 2019

AutoWealth. Started 21 Feb 2019. 80% equities, 20% bonds.

Opened account with 3K. Monthly DCA 1K.

Deposited a total of $4,000. Current value $4,099.

Simple cumulative returns 2.48% Time-weighted 2.76%

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Raymond Koh
Raymond Koh
Level 2. Rookie
Answered on 10 Apr 2019

StashAway

Started in Dec 2018 with LSI of $500 and DCA of $100 monthly.

Risk Index: 20%

SGD returns: 6.3%

May increase DCA to $200 monthly.

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Benedict Lim
Benedict Lim
Level 3. Wonderkid
Updated on 10 Apr 2019

DCA $100 since Jul 2018,

Stashaway risk index 14%,

SGD returns 7.1%,

Plan to up DCA to $200.

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Nicholas Liao
Nicholas Liao
Level 2. Rookie
Updated on 07 Jun 2019

Autowealth: Started on Dec 2017 with highest risk of 80% in equities and 20% in bonds. Monthly contribution of $600 SGD. Returns are roughly 2.5%

1 comment

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Tian Yew Goh
Tian Yew Goh

10 Apr 2019

Hi. Returns of 2.5% is since Dec 2017 or yearly returns?
Yong Kah Hwee
Yong Kah Hwee
Level 6. Master
Answered on 15 Sep 2018

I started 2 months ago, and recently changed to the most aggressive portfolio on Stashaway. Currently up by around 2% :)

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Jasmine Tsoi
Jasmine Tsoi
Level 3. Wonderkid
Answered on 15 Sep 2018

I use autowealth, put in one lump sum since end July. But I think I just broke even from my initial capital that I put in.. I seem to be barely hanging in there 😂 hopefully given a longer period of time I might get better returns! My risk level was level 3, which is the balanced portfolio 60-40 if I'm not wrong.

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Updated Apr 2019:

Stashaway since about 2 year ago, at 4.2% average at the old risk profile and adjusted to the newer higher risk profile since 2018 at one lump sum.

See my review and details here , with others review as well :

https://seedly.sg/reviews/robo-advisors/stashaway

0 comments

2
Tan Chin Yu
Tan Chin Yu
Level 3. Wonderkid
Answered on 06 Sep 2018

StashAway

Started Jun17, $200/month

Risk Index 14%

Returns 5.9% so far in SGD terms

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Lim Zhi Cong
Lim Zhi Cong
Level 3. Wonderkid
Updated on 07 Jun 2019

Started stashaway in feb, total gains 8.3% so far. Was in 20% risk level but adjusted the levels to 36% last month.

1 comment

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Shaun Goh
Shaun Goh

10 Apr 2019

Any particular reason for the adjustment?

My AutoWealth account was incepted on 24 Aug 2017 with 60% equities and 40% bonds in my portfolio. On this day, my portfolio returns since inception is 7.07% in USD terms.

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Hariz Arthur Maloy
Hariz Arthur Maloy

10 Apr 2019

Jimmy may I know your lowest low and highest high individual months during this period? Since you're on a 60/40 others on other risk portfolios can see how bonds acted as a cushion during end 2018 correction.
Lim Chun Long Jimmy
Lim Chun Long Jimmy

10 Apr 2019

If I remember correctly, it reached the highest of 9.2% returns in Sep 2018, and the lowest of -2% in Dec 2018 . *Time-weighted cumulative returns
Tai Zhi
Tai Zhi
Level 4. Prodigy
Answered on 07 May 2019

Hi everyone, you may check out our investment track record at the following url. Pls scroll to investment performance comparison table at the bottom.

https://www.autowealth.sg/strategy.php

0 comments

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Jan
Jan
Level 2. Rookie
Updated on 07 May 2019

StashAway

Start 30 Jul 2017,15% risk index 12.7% time weighted cumulative returns, 5.8% simple cumulative returns

Start 30 Nov 2017 16.5% risk index, 10.8% time weighted cumulative returns, 5.1% simple cumulative returns

Start 31 Aug 2017 18% risk index, 11.2% time weighted cumulative returns, 5.1% simple cumulative returns

Start 31 Aug 2017 20% risk index, 14.5% time weighted cumulative returns, 5.9% simple cumulative returns

Smartly (time weighted figures not available)

Start Nov 2017 risk score 7/10, 5% simple cumulative returns

Start Nov 2017 risk score 8/10, 5.3% simple cumulative returns

Start Nov 2017 risk score 9/10, 4.7% simple cumulative returns

Start Nov 2017 risk score 10/10, 5% simple cumulative returns

Autowealth

Start 15 Feb 2018 risk level 3, 4.38% time weighted cumulative returns, 4.18% simple cumulative returns

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