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StashAway – May 2020
By KPO and CZM  •  June 3, 2020
The market has recovered quite a bit and honestly, I am pretty impressed with the performance of our StashAway portfolio. Comparing it to a few months ago where all of them were losing money, they all have >15% time-weighted return now. Hence, we will be increasing our monthly contribution to 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 May 2020), our total investment is ‭$37,298.09‬! KPO gains $921.36 and CZM gains $‭‭‭102.29 for the month.
As of 2 June 2020, these are our portfolio performance:
KPO and CZM Cash - StashAway Risk Index 22%: $‭26,957.82‬ (21.85% - Capital: $23,500)
KPO SRS - StashAway Risk Index 36%: $6,350.17‬ (15.63% - Capital: $5,950)
CZM SRS - StashAway Risk Index 14%: $4,026.42 (18.22% - Capital: $3,750)
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By KPO and CZM
I am Ong and my fiancee (Chan Zui Mao a.k.a CMZ) calls me a Kiam Pok (i.e. stingy/thrifty depending on how you look at it). Hence, the nickname KPO (Kiam Pok Ong). We have decided to name the blog KPO because I have proposed to CMZ successfully and she is officially a KPO too. The purpose of the blog is to list down all the money-saving tips, our investment/journey to financial freedom and to document my life with CZM.
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