I recently wrote an Endowus CPF/SRS Review and will deposit some money into my SRS once my salary is in and invest them through Endowus.
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)
Based on the statement (30 Nov 2019), KPO made $3,055.49 and CZM made $128.96. Unfortunately, it seems that StashAway has removed the effect/return of Currency Impact in the statement as well.
As of 11 Dec 2019, these are our portfolio performance:
KPO SRS – StashAway Risk Index 36%: $3,011.72 (+18.22% – Capital: $2,750)
CZM SRS – StashAway Risk Index 14%: $2,372.04 (+12.94% – Capital: $2,250)
2. PORTFOLIO DETAILS
Note that these are reported in USD.