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

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