What is the percentage of your StashAway total returns and how long have you been investing?
Mine is about 16% total return. First invested in Sept 2019.
Have portfolio in 16%, 26% and 36% risk, also put in about 10K in Income portfolio, but recently transferred the money from income to other portfolio after seeing the slightly disappointing return.
6
Discussion (6)
Learn how to style your text
Reply
Save
Randy
14 Jan 2021
Financial Analyst at
What’s your definition of return ? Simple formula of profit / total deposits are about 19.7% since june 2019 (2/3 in 36% and 1/3 in 22%, i want some little exposure to bonds, in 2019, 36% risk index was 100% equity).
But i guess that is not accurate since I am DCA-ing.
My 36% money weighted return is 44.5%.
Reply
Save
I think no point opening so many portfolios, many overlaps within. Better to focus on one portfolio ...
Read 2 other comments with a Seedly account
You will also enjoy exclusive benefits and get access to members only features.
Sign up or login with an email here
Write your thoughts
Related Articles
Related Posts
Related Products
StashAway
4.7
1293 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
656 Reviews
Syfe
4.6
930 Reviews
Related Posts
Started a SA36% in 23jun'20 as a 'benchmark/satellite'. Only topped up 4 times since then as I have other portfolios in Syfe and diy.
It's performing pretty well, Money-weighted 17.6% and Time-weighted 20.16%. Despite its slightly higher fees (than syfe), the returns definitely makes up for it.