StashAway recently made some changes and even introduce a new SGD income portfolio. I have blogged about them here:
- StashAway - Exciting Changes
- StashAway - SGD Income Portfolio
On a side note, CZM is back to work and we will resume her SRS's contribution/portfolio.
Anyway, we have 3 portfolios on 2 accounts now due to our new strategy - New Strategy: StashAway + Supplementary Retirement Scheme (SRS):
KPO and CZM Cash - StashAway Risk Index 22%
1. PORTFOLIO SUMMARY (as of the last day of the month)
Based on the statement (31 Aug 2019), KPO made $2,405.23 and CZM made $120.82. Unfortunately, it seems that StashAway has removed the effect/return of Currency Impact in the statement as well.
As of 14 Oct 2019, these are our portfolio performance:
KPO and CZM Cash - StashAway Risk Index 22%: $22,079.85 (+15.34% - Capital: $20,000)
CZM SRS - StashAway Risk Index 14%: $1,843.59 (+11.28% - Capital: $1,750)
2. PORTFOLIO DETAILS
Note that these are reported in USD. In addition, you can see the closed positions as well due to the reoptimization/switching of risk level for the portfolios.
3. FEE CALCULATIONS
One of my referrals was not captured last month, contacted their support and was given a goodwill credit of $10. The fee stated is based on the monthly-average assets and should have been SGD $22,701.84 x 0.8% / 365 days * 31 days = $15.42.
The fee stated is based on the monthly-average assets SGD $1,353.57 x 0.8% / 365 days * 31 days = $0.92.
StocksCafe
Looking at the time-weighted return (15.74%), we can see that StashAway is "outperforming" the STI ETF (including fees). In addition, it has lower volatility and max drawdown.
On the other hand, StashAway is underperforming the SPY (SPDR S&P 500 ETF Trust) with lower volatility and max drawdown.
Which is the best? Only time will tell :)
This is the link to our spreadsheet - KPO & CZM StashAway Portfolio VS STI ETF which I have also added to Our Portfolio page.
StashAway Referral Link for Our Readers
Here you go: KPO and CZM Referral Link
You might be interested in previous months update too:
StashAway - January 2019 - $16,051.10
StashAway - February 2019 - $17,397.81
StashAway - March 2019 - $18,780.96
StashAway - April 2019 - $19,702.85
StashAway - May 2019 - $20,823.09
StashAway - June 2019 - $22,031.43
StashAway - July 2019 - $23,486.36
StashAway - August 2019 - $24,776.05
Do like any of the following for the latest update/post!
1. FB Page - KPO and CZM
2. Twitter - KPO and CZM
3. Click here to subscribe using email :)
4. Instagram - KPO_and_CZM (Did you see those delicious food photos to the right --> Unfortunately, you can't see it on mobile.)
- StashAway - Exciting Changes
- StashAway - SGD Income Portfolio
On a side note, CZM is back to work and we will resume her SRS's contribution/portfolio.
Anyway, we have 3 portfolios on 2 accounts now due to our new strategy - New Strategy: StashAway + Supplementary Retirement Scheme (SRS):
KPO and CZM Cash - StashAway Risk Index 22%
KPO SRS - StashAway Risk Index 36%
CZM SRS - StashAway Risk Index 14%
1. PORTFOLIO SUMMARY (as of the last day of the month)
 |
| KPO |
 |
| CZM |
KPO and CZM Cash - StashAway Risk Index 22%: $22,079.85 (+15.34% - Capital: $20,000)
KPO SRS - StashAway Risk Index 36%: $2,385.40 (+12.49% - Capital: $2,250)
CZM SRS - StashAway Risk Index 14%: $1,843.59 (+11.28% - Capital: $1,750)
2. PORTFOLIO DETAILS
Note that these are reported in USD. In addition, you can see the closed positions as well due to the reoptimization/switching of risk level for the portfolios.
 |
| KPO and CZM Cash - StashAway Risk Index 22% |
 |
| KPO SRS - StashAway Risk Index 36% |
 |
| CZM SRS - StashAway Risk Index 14% |
3. FEE CALCULATIONS
One of my referrals was not captured last month, contacted their support and was given a goodwill credit of $10. The fee stated is based on the monthly-average assets and should have been SGD $22,701.84 x 0.8% / 365 days * 31 days = $15.42.
StocksCafe
Looking at the time-weighted return (15.74%), we can see that StashAway is "outperforming" the STI ETF (including fees). In addition, it has lower volatility and max drawdown.
On the other hand, StashAway is underperforming the SPY (SPDR S&P 500 ETF Trust) with lower volatility and max drawdown.
Which is the best? Only time will tell :)
This is the link to our spreadsheet - KPO & CZM StashAway Portfolio VS STI ETF which I have also added to Our Portfolio page.
StashAway Referral Link for Our Readers
Here you go: KPO and CZM Referral Link
You might be interested in previous months update too:
StashAway - January 2019 - $16,051.10
StashAway - February 2019 - $17,397.81
StashAway - March 2019 - $18,780.96
StashAway - April 2019 - $19,702.85
StashAway - May 2019 - $20,823.09
StashAway - June 2019 - $22,031.43
StashAway - July 2019 - $23,486.36
StashAway - August 2019 - $24,776.05
Do like any of the following for the latest update/post!
1. FB Page - KPO and CZM
2. Twitter - KPO and CZM
3. Click here to subscribe using email :)
4. Instagram - KPO_and_CZM (Did you see those delicious food photos to the right --> Unfortunately, you can't see it on mobile.)
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