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%
1. PORTFOLIO SUMMARY (as of the last day of the month)
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.
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)