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)
...