My Little One Portfolio – End of MoneyOwl
By Derek  •  September 11, 2023
All good things must come to an end? MoneyOwl is closing by the end of the year and I have been a customer for the last 3 years. However this is definitely too short considering I am looking at a time frame of 20 years. My Little One (MoneyOwl) Start Date: Jun 2020 Allocation: 60% Equities, 40% Bonds Simple Return: 2.15% Time-weighted Return: 20.52% Returns from MoneyOwl has been decent. Fortunately, my investments are safe and will be carried over to iFAST. 2800.HK (MoneyOwl) Unrealised Profit/Loss: -6.11% I started to dollar-cost average into Hang Seng Index (2800.HK) in Dec last year also via iFAST - I hope I am not putting all my eggs into one 'broker'. Returns have been extremely volatile - I am in and out of the red every month. Hopefully this will eventually turn positive after a few years. However at the back of my head, I am worried about the so call lost decade that China/Hong Kong may face like in Japan - the returns from the last 10 years has been dismal. I hope I am wrong else I can only rely on dividends aka panadols to lessen the pain. On a side note, I am exploring a Critical Illness plan for my boy - I am considering a limited paying plan so that it will eventually be self-sustainable. However, premiums are quite expensive if the coverage is high.
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By Derek
Derek is an investor who follows Peter Lynch style of investing. He prefers to use simple and straight forward information for stock analysis. He started with the intention to bring together all bloggers and professionals who are interested or already in the area of Finance and Investing, and to create a community where everyone is free to write and to share their articles, experience and opinions.

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