Anonymous
Should I transfer the stashaway investment returns into the cash management portfolio or just leave it in the investment portfolio?
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Pang Zhe Liang
23 Feb 2020
Fee-Based Financial Advisory Manager at Financial Alliance Pte Ltd (IFA Firm)
Go back to your investment objective to reflect upon why you invest your money in the first place. By understanding your initial objective, conduct a review to decide whether you should keep it or to withdraw it.
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Would be a good idea to leave it in the investment portfolio and reinvest the funds....
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Robo advisor should b meant for passive investing. Let the system do the rebalancing for u. If u r invest for shorter term like 2 years and u wish to lock in yr profit then it's another story. Otherwise I will just leave it to grow for 5 to 10 years.