StashAway launched a new cash management portfolio and you can read about it here - StashAway Simple™ - Cash Management Portfolio. I am also reviewing Endowus CPF and SRS options and should be publishing an article on it soon. Do keep a lookout for it!
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 Oct 2019), KPO made $2,560.28 and CZM made $110.30.
As of 15 Nov 2019, these are our portfolio performance:
KPO and CZM Cash - StashAway Risk Index 22%: $22,938.89 (+17.21% - Capital: $20,500)
CZM SRS - StashAway Risk Index 14%: $2,106.06 (+12.06% - Capital: $2,000)
2. PORTFOLIO DETAILS
Note that these are reported in USD.
3. FEE CALCULATIONS
One of my referrals was not captured previously, 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 $24,358.54 x 0.8% / 365 days * 31 days = $16.55.
The fee stated is based on the monthly-average assets SGD $1,832.35 x 0.8% / 365 days * 31 days = $1.24.
We used Grab points to redeem for StashAway credits (1,200 points for $5 credit). Not sure if it is still available though.
StocksCafe
Looking at the time-weighted return (17.83%), 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
StashAway - September 2019 - $25,510.69
StashAway - October 2019 - $27,170.58
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.)
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%: $22,938.89 (+17.21% - Capital: $20,500)
KPO SRS - StashAway Risk Index 36%: $2,722.76 (+16.46% - Capital: $2,500)
CZM SRS - StashAway Risk Index 14%: $2,106.06 (+12.06% - Capital: $2,000)
2. PORTFOLIO DETAILS
Note that these are reported in USD.
 |
| KPO and CZM Cash - StashAway Risk Index 22% |
 |
| KPO SRS - StashAway Risk Index 36% |
 |
| CZM SRS - StashAway Risk Index 14% |
3. FEE CALCULATIONS
We used Grab points to redeem for StashAway credits (1,200 points for $5 credit). Not sure if it is still available though.
StocksCafe
Looking at the time-weighted return (17.83%), 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
StashAway - September 2019 - $25,510.69
StashAway - October 2019 - $27,170.58
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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