While writing this article, I received an email stating that StashAway will be re-optimised the portfolios to prepare for uncertain times ahead. It looks like there are quite a few changes, so shall blog about it separately. You can look at the announcement here.
I have yet to look into it but with an increase in salary which I blogged about here – Portfolio – April 2020, I will probably be increasing our monthly investment as well as my SRS contribution for tax optimization.
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 (30 Apr 2020), our total investment is $34,830.73! KPO gains $2,700.59 and CZM gains $202.64 for the month.
As of 12 May 2020, these are our portfolio performance: