facebookIs there any profit margin and stop loss in Robo advisors? Are there limit of returns and losses/max returns/max losses for robo advisors? - Seedly

Gideon Lu

11 May 2020

SeedlyTV

Is there any profit margin and stop loss in Robo advisors? Are there limit of returns and losses/max returns/max losses for robo advisors?

SeedlyTV S2E04

Discussion (2)

What are your thoughts?

Learn how to style your text

Eliezer

11 May 2020

Content & Community Lead at Syfe

Hi Gideon, if you are concerned about managing volatility and loss, you may perhaps be interested in Syfe's risk management approach. Simply put, we re-optimise your asset allocation when we detect that your portfolio risk level has exceeded your chosen downside risk level. By reducing your exposure to higher-risk assets, we cushion your portfolio against losses.

With our proprietary ARI™ algorithm managing risk across our portfolios, our clients feel more confident with the knowledge that they are unlikely to lose more than what they are comfortable with, given the downside risk level they have chosen. This frees them to focus on their longer-term investment plans and stick to it, even through volatile markets.

You can also see how we have outperformed both our benchmark and the broader market here. Hope this helps!​​​

Robo-advisors is a money mgmt / investing plateform NOT a trading platform that offered margin, which mean you could lose more than your initial capital if things went sour.

Beside, having profit margin & stop-loss put in place is simply counter-intuitive to the strategy of DCA long-term

Write your thoughts