What is the percentage of your StashAway total returns and how long have you been investing? - Seedly
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imone5tree

Asked 1w ago

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.

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    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.

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    Thank You!
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    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%.

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    I think no point opening so many portfolios, many overlaps within. Better to focus on one portfolio and let it compound better

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    imone5tree

    6d ago

    Thanks, I think you make sense. That’s something I’ll think about
    Thank You!
    Can you clarify
    I wonder if
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    30%, from Nov 2018.

    Would like to understand why you have portfolios at different risk levels? For different time frame goals?

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    imone5tree

    1w ago

    That’s an impressive return! Thanks for sharing Shaun. Initially why i split into different portfolios was to spread out the risk. But after observing the return, I have been doing quite a bit of DCA transferred from lower to higher risk portfolio recent months.
    Thank You!
    Can you clarify
    I wonder if
    This is so helpful 👍
    What about
    Post