Asked by Anonymous

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 29 Aug 2018

    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

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  • Shaun Goh
    Shaun Goh
    Level 3. Wonderkid
    Answered 2w ago

    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) ?

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    • summer
      Hi Shaun, may I know what is DCA?
      2w ago
    • Shaun Goh
      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.
      2w ago
  • He Jian Hong
    He Jian Hong
    Level 2. Rookie
    Answered on 30 Aug 2018

    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
      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.
      2w ago
    • He Jian Hong
      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...
      2w ago
  • Tang Ching Pang
    Tang Ching Pang
    Level 4. Prodigy
    Answered 2w ago

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

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  • Khoo Guo Jie
    Khoo Guo Jie
    Level 2. Rookie
    Answered 3w ago

    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 2w ago

    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 2w ago

    Started in early March with stashaway.

    Core portfolio with 18.5% risk.

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

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  • Veronique A Dawson
    Veronique A Dawson
    Level 2. Rookie
    Answered 2w ago

    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 3w ago

    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
    Answered 3w ago

    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
    Answered 3w ago

    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%

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    • Tian Yew Goh
      Hi. Returns of 2.5% is since Dec 2017 or yearly returns?
      2w ago
  • 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 4. Prodigy
    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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  • HC Tang
    HC Tang, Financial Enthusiast, Budgeting at The Society
    Level 8. Wizard
    Updated on 15 Sep 2018

    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

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  • Tan Chin Yu
    Tan Chin Yu
    Level 2. Rookie
    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 2. Rookie
    Answered on 02 Sep 2018

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

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    • Shaun Goh
      Any particular reason for the adjustment?
      2w ago
  • Lim Chun Long Jimmy
    Lim Chun Long Jimmy, Biz Partner at Flagship Games
    Level 5. Genius
    Answered on 30 Aug 2018

    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
      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.
      3w ago
    • Lim Chun Long Jimmy
      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
      3w ago
  • SW
    Shaun Wq Lim
    Level 3. Wonderkid
    Answered 2w ago

    StashAway(as of 13 Apr 2019): Started Nov 2018 lump sum with DCA. Risk Index 30%. Total Returns(weighted) displayed in app (SGD/USD): 8.8%/10.4%

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  • Michael MC
    Michael MC
    Level 1. Freshie
    Answered 3w ago

    Started in Nov 2017, on 18% risk about 8% returns recently.

    Thinking should i increase further the risk factor.

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