Roboadvisor: Stashaway vs Syfe

[dappermen]

Sorry loh, kweb buys in Adr…. The game of china has not ended

Eventually kweb will Change their policy soon

8m 50sec

 

[dappermen]

Only 1 has syfe core!?? Pathetic
https://forums.hardwarezone.com.sg/...alanced-journal.6491191/page-6#post-135805705

 

[walsly]

nt all into DCA, me too!

also while DCA u could b buyg the Rise up

I used to think of buying the dips on KWEB... but as the ytuber had pointed out most of its top holdings are all in the US...sure.. those ADRs r not gonna disappear any time soon, but on the other side of the coin, brother xi' gahment also don't seem like they would want to give in to the US as well... and the time is ticking away...

 

[dappermen]

Yes we still hve to make own judgement afterall

Get your own china etf like clean energy 2809
https://www.moomoo.com/en-sg/commun...&data_ticket=8cbaad1a972a1ae75b755cc96610ae20Or on Photovoltaic ones …

 

[dappermen]

4 those who r Into thematics / didfff themes to pick!
https://endowus.com/support/4404300...Digest&utm_campaign=060821-FundDigest-Jul2021

https://endowus.com/support/4404308...Digest&utm_campaign=060821-FundDigest-Jul2021

https://endowus.com/support/4404307...Digest&utm_campaign=060821-FundDigest-Jul2021

 

[rottingapple]

Do u feel THE syfe equity100 cash portion Like silently increase to 10%?

 

[Kojo0403]

fortunately stashaway reduce its gold exposure recently.. otherwise the sell off in gold over last few days gonna have a huge impact - along with its china tech exposure

 

[jywy2005]

My StashAway holdings at 30% risk level after 1 year ( started in July 2020) only yielded 6% in money weighted return using DCA .

 

[JetStorm]

My StashAway holdings at 30% risk level after 1 year ( started in July 2020) only yielded 6% in money weighted return using DCA .

Still considered decent considering that it beat SA of 4%. As long as you not losing its fine.

 

[dappermen]

For fans who still stick around

 

[GameTheory]

For fans who still stick around

No longer. I’ve withdrawn completely from Stashaway. Moved to endowus

 

[dappermen]

Clever! I regretted didnt wdraw before their recent re opt!!!!

The value dropped by alot!!!!!

 

[twosix]

it's all kweb having too big a portfolio.

 

[twosix]

for ur reading pleasure...

Comparing the Performance of Some Robo Advisers (Full Year 2020/2021 Update) | Investment Moats

The portfolios ended with the following returns, ranging from the highest in the chart above to the lowest:

1. MoneyOwl’s Equity Portfolio: 35.9%
2. Endowus’s Very Aggressive Portfolio: 33.7%
3. IWDA: 34.4% (adjusted for currency, this should be 32.2%)
4. Syfe Equity 100: 22.8%
5. Balanced Portfolio: 20.9% (adjusted for currency, this should be 18.7%)
6. Syfe Global ARI: 14.1%
7. StashAway’s 36.0% Risk Portfolio: 10.1%
8. Syfe REIT portfolio with Risk Management: 4.1%
9. AGGU:0.4% (adjusted for currency, this should be -1.84%)

 

[GameTheory]

for ur reading pleasure...

Comparing the Performance of Some Robo Advisers (Full Year 2020/2021 Update) | Investment Moats

Stashaway one of the weakest performing robos lol

It's good that I've pulled out already

 

[dappermen]

Stashaway one of the weakest performing robos lol

It's good that I've pulled out already

do u hve Syfe? keepg them?
https://forums.hardwarezone.com.sg/threads/syfe-reit.6196988/page-18#post-135981473

 

[dappermen]

hitg bk @ Edwus obviously!

ETFs Or Unit Trusts? The True Costs You Need To Know Before Making Your Choice >here​

https://www.syfe.com/magazine/wp-content/uploads/2021/08/14-aug-1.png

All return figures are as of 30 June 2021
The expense ratios for funds assumes them to be index funds. Active mutual funds can have expense ratios 2 – 3 times the expense ratio indicated above
*Transaction and hedging costs are estimated to be 0.5% on average based on Lumint data.
**Mutual fund bid-offer spread estimated to be approximately 0.10% based on data from National Bank Financial
^Dividend withholding tax taken as 30% for US ETFs and 15% for Irish domiciled UCIT ETF/funds. Syfe’s Equity100 dividend yield is 1.25% compared to ~1.85% estimated for a comparable 100% equity portfolio using funds
^^Syfe’s FX conversion fee is 0.09%. Funds may pay higher FX costs through banks

Expense ratio: Why it matters​

https://lh6.googleusercontent.com/7...Iv3qh3__e7LltM7m9BeSA-aNL1AuizdlSCNB1WkoahQzaThe expense ratio tells you a great deal about your ETF or unit trust, but it doesn’t show the full costs you’ll pay. Transaction costs and other fees such as brokerage commissions or sales charges are not included in a fund’s expense ratio.

https://lh5.googleusercontent.com/J...ipi6aWANqEzkTIOySo7djgHP1yMO1IiDoB7fM6J6Edc3A


https://www.eventbrite.sg/e/an-in-d...s-tickets-167027252007?aff=ebdssbonlinesearch
https://forums.hardwarezone.com.sg/threads/syfe-reit.6196988/page-18#post-135912776

 

[GameTheory]

do u hve Syfe? keepg them?
https://forums.hardwarezone.com.sg/threads/syfe-reit.6196988/page-18#post-135981473

Nope, I don’t use Syfe either. Now it’s just Endowus and self invest few stocks/etf using online broker

 

[dappermen]

just Endowus

what do u like abt edwus??? High returns??

 

[GameTheory]

what do u like abt edwus??? High returns??

Decent returns, for cash mgmt, srs and cpf funds.

another reason is I want to streamline the number of Robos I use.