tag:blogger.com,1999:blog-401742767867047481.post8605629219311540327..comments2024-03-28T18:36:46.828+08:00Comments on $$$ KPO and CZM $$$: A Look Into StashAway Monthly StatementCZMhttp://www.blogger.com/profile/02040796250676928758noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-401742767867047481.post-62652832262272655942017-10-05T18:49:19.741+08:002017-10-05T18:49:19.741+08:00Hi Gareth,
The fees (0.2% - 0.8%) on their site a...Hi Gareth,<br /><br />The fees (0.2% - 0.8%) on their site are annual fees. However, StashAway charges the fees on a monthly basis. In my case, it should be 0.8% / 12 months = 0.0667% and as shown on my statement, it was around $0.37 for $548.37.<br /><br />On the other hand, what is shown on my spreadsheet is a simple % of the fees that have been incurred VS the invested capital. As time passes KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-13741809344910730112017-10-05T17:52:15.773+08:002017-10-05T17:52:15.773+08:00Hi KPO,
Wondering how you got fees of 0.04% for S...Hi KPO,<br /><br />Wondering how you got fees of 0.04% for StashAway as it appears as 0.2%-0.8% online?Garethhttps://www.blogger.com/profile/11865771584801414198noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-8347390210744506232017-09-12T20:48:16.214+08:002017-09-12T20:48:16.214+08:00Hi Finance Smiths,
I guess we are all aggressive ...Hi Finance Smiths,<br /><br />I guess we are all aggressive risk takers ;) Based on StashAway's Asset Allocation Framework, it should technically always outperform POSB Invest-Saver in the long run. <br /><br />Is yours set at General Investing - Risk Level 28 too? Would you be interested in tracking it with me so we have more data points?KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-90415831670969743882017-09-12T09:14:49.752+08:002017-09-12T09:14:49.752+08:00My wife has a similar StashAway robo-advisor accou...My wife has a similar StashAway robo-advisor account to yours set at General Investing - Risk Level 28. I just set one up as well since I'm interested to see whether it can outperform the POSB Invest-Saver with the same monthly contributions of S$100 to both.Finance Smithshttps://www.blogger.com/profile/16497096463767577595noreply@blogger.com