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Roboadvisor: Stashaway vs Smartly Performance

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Old 14-07-2018, 05:38 PM   #61
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Why don't you try uob urobo trade, safer because backed by local bank.
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Old 19-07-2018, 10:19 AM   #62
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Bumps for latest performance
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Old 19-07-2018, 03:09 PM   #63
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Slight uptrend for Smartly, anyone else observed the same?
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Old 21-07-2018, 06:37 PM   #64
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They should remove GLD. It's totally useless and acting like an anchor and dragging everything down, especially at higher risk levels.

Also, AAXJ needs to be replaced with VWRD or IWDA.
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Old 21-07-2018, 06:46 PM   #65
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Passive deadbeat invwsting

No selection

No algo to talk
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Old 24-07-2018, 05:52 PM   #66
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received this in email. stashaway 1 yr returns
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It has been 1 year since we made our services available in Singapore, and the response has been overwhelmingly positive. I wanted to take this opportunity to share how our portfolios have performed since our public launch a year ago, announce an exciting product update, and offer a discount on your first investment.

The First Year's Returns

People often ask me about our investment performance, and so I selected our 7 anchor portfolios to illustrate the range of risk and returns we earned in the last year. The following chart shows gross returns in SGD of these portfolios, ranked by risk (low to high), compared to the returns of their respective risk-based benchmarks.


Source: Bloomberg, StashAway analysis

Our portfolios have yielded between 4.3% and 6.6% gross returns in SGD over the last year, characterised by a very positive market for the first 7 months (July 2017 to January 2018) and a more turbulent one for the subsequent 5 months (February 2018 - present). All of StashAway’s 28 portfolios have outperformed their same-risk benchmark.

In the same timeframe, an investment in the Straits Times Index (STI) would have yielded only 0.8% positive returns. Note that the risk of the STI is approximately 2x the risk of P28 over the last 10 years.

Product Update

I’m excited to announce that we’ll be expanding our offering after talking with many of you and listening to your recommendations. In the next few weeks, we will launch portfolios with higher risk! We’ve backtested these new portfolios, and over the last 12 months, the 3 new portfolios that we will launch have realised gross SGD returns that range from 9.0% to 10.2%.
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Old 24-07-2018, 06:43 PM   #67
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I will post my analysis on the portfolio backtesting I did later tonight
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Old 24-07-2018, 06:46 PM   #68
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How to determine their "same risk benchmark" is "same risk", considering that they have an active allocation mandate?

Very easy to ownself benchmark ownself.

received this in email. stashaway 1 yr returns
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Old 24-07-2018, 10:39 PM   #69
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some keywords in brackets

Source: Bloomberg, "StashAway analysis"

All of StashAway’s 28 portfolios have outperformed their "same-risk benchmark."

"We’ve backtested these new portfolios, and over the last 12 months", the 3 new portfolios that we will launch have realised gross SGD returns that range from 9.0% to 10.2%.

if you bought xiaomi at ipo and sold it 5 days later you would have earned 25%, hindsight is wonderful
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Old 30-07-2018, 11:37 PM   #70
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Bumps for update
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Old 21-08-2018, 08:59 AM   #71
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Good news : They just added another 3 aggressive levels of investment. It includes the S&P 500 !!!

Bad news : It only makes up 6% of the total

Better news : They reduced gold from 14.5% to 4%. Gold is fooking useless anyways (I've always believed it's speculation, not a real investment)so that's a good move

Edit : they made up for the low S&P 500 with VBK do I guess it's good as well.


Last edited by goldnut; 21-08-2018 at 10:27 AM..
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Old 22-08-2018, 08:17 AM   #72
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Earn 10% also shiok??? It could be more if you make effort to select stocks
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Old 22-08-2018, 12:07 PM   #73
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Somehow i prefer autowealth's simpler portfolio...
For autowealth can you choose your equities %?
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Old 22-08-2018, 02:50 PM   #74
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Somehow i prefer autowealth's simpler portfolio...
For autowealth can you choose your equities %?
If not wrong AutoWealth by risk profile. Most risky is 80/20 allocation
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Old 25-08-2018, 11:54 AM   #75
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My returns have gone up since choosing the highest levels in Stashaway. Cutting off gold by 10% and adding SPY and VBK certainly helped.
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