Besides buying aggressively on our own portfolio - Portfolio - March 2020, I have also made additional contributions ($250 on 12 March and $500 on 18 March) to both Endowus and StashAway.
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
Based on the statement (31 Mar 2020), KPO lost $2,366.69 and CZM lost $185.36 for the month.
As of 1 May 2020, these are our portfolio performance:
KPO and CZM Cash - StashAway Risk Index 22%: $25,288.45 (16.57% - Capital: $23,000)
KPO SRS - StashAway Risk Index 36%: $5,335.50 (9.31% - Capital: $5,250)
CZM SRS - StashAway Risk Index 14%: $3,661.02 (14.63% - Capital: $3,500)
From here, you can see the difference in volatility/losses based on both our SRS accounts which started around the same...