Today is polling day and I'm sure we have all voted wisely :) I'm sure tonight is going to be a long night with the extended voting hours. Back to our monthly update, StashAway performance is still pretty impressive where all of them have recovered significantly from the March low and they have >20% time-weighted return now.
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)
Based on the statement (30 June 2020), our total investment is $39,931.79! KPO gains $892.85 and CZM gains $49.65 for the month.
As of 10 July 2020, these are our portfolio performance:
KPO and CZM Cash - StashAway Risk Index 22%: $29,113.98 (26.99% - Capital: $24,500)
KPO SRS - StashAway Risk Index 36%: $7,604.97 (25.55% - Capital: $6,650)
CZM SRS - StashAway Risk Index 14%: $4,166.76 (22.49% - Capital: $3,750)
From here, you can see the difference in volatility/losses based on both our SRS accounts which started...
