StashAway did a withholding tax reimbursement for dividends withheld last year. Based on what I have compiled, StashAway's portfolio is pretty sustainable (dividends > fees). You can read more about it here -
StashAway Withholding Tax Reimbursement FY 2019.
- PORTFOLIO SUMMARY (as of the last day of the month)
Based on the statement (31 October 2020), our total investment is $49,892.40! KPO gains/lost $74.18 and CZM gains/lost -$22.00 for the month.
As of 5 November 2020, these are our portfolio performance:
KPO and CZM Cash - StashAway Risk Index 22%: $34,946.19 (
34.37% - Capital: $28,500)
KPO SRS - StashAway Risk Index 36%: $11,324.10 (
34.68% - Capital: $9,670)
CZM SRS - StashAway Risk Index 14%: $5,587.33 (
26.71% - Capital: $5,000)
- PORTFOLIO DETAILS
Note that these are reported in USD.
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| KPO and CZM Cash - StashAway Risk Index 22% |
|
| KPO SRS - StashAway Risk Index 36% |
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| CZM SRS - StashAway Risk Index 14% |
- FEE CALCULATIONS
The fee stated is based on the monthly-average assets SGD ($25,000.00 x 0.8% + $18,836.46 x 0.7%) / 366 days * 31 days = $28.11.
The fee stated is based on the monthly-average assets SGD $5,272.72 x 0.8% / 366 days * 31 days = $3.57. We exchanged 300 Shopee coins for $5 worth of StashAway credit and that's the remaining credit.
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