Outline ·
[ Standard ] ·
Linear+
StashAway MY, New instrument for Malaysian?
honsiong
|
Oct 22 2018, 09:47 PM
|
|
QUOTE(Ramjade @ Oct 22 2018, 06:55 PM) You do know is not UT but robo which invest in ETF right? Not Malaysian ETF but US ETF . You do know that right? US ETF that cover different parts of the world except Africa. There are very tiny bits of Malaysia and Singapore inside AAXJ.
|
|
|
|
fairylord
|
Oct 23 2018, 11:46 AM
|
|
Update on Forward Testing of Portfolio Stashaway (-ve) and Smartly (-ve) - SG. Excerpt from HWZ. » Click to show Spoiler - click again to hide... « Lump sum investment of $150 to each account to kick start the investment (25th Jan) Subsequently, to invest $50/mth into both smartly and stashaway portfolios on every 15th of the month beginning 15th Feb 2018
- Smartly Profile : 5/10 - Stashaway Profile 16 (54.5%/45.5%)
Investment updates (Stashaway vs Smartly) :
1 March 2018 (Total Invested: $400) : $195.76 / $196.00 13 March 2018 (Total Invested: $400): $196.43/ $195.53 6 April 2018 (Total Invested: $500): $243.84/ $242.46 18 April 2018 (Total Invested: $600): $293.67/$293.03 22 April 2018 (Total Invested: $600):$293.20/$293.34 28 May 2018 (Total Invested: $700): $351.67/$351.00
Note: From 29 May 2018, Portfolio changed to StashAway Profile 28, Smartly Profile 10
9 June 2018 (Total Invested: $700): $354.49/$353.14 26 June 2018 (Total Invested: $800): $407.05/$396.29 19 July 2018 (Total Invested: $900): $460.37/$454.75 30 July 2018 (Total Invested: $900): $458.49/$458.28 29 Aug 2018 (Total Invested: $1000): $515.63/$512.01
Note: From 29 August 2018, Portfolio changed to StashAway Highest RISK Portfolio, Smartly Profile 10
14 Sep 2018 (Total Invested: $1000): $512.68/$509.37 22 Sep 2018 (Total Invested: $1100):$563.44/$566.63 08 Oct 2018 (Total Invested: $1100):$549.49/$557.14 11 Oct 2018 (Total Invested: $1100):$531.56/$542.10 22 Oct 2018 (Total Invested: $1200):$578.08/$586.85
The MY Stashaway Portfolio most likely to be same as SG side. Any idea? This post has been edited by fairylord: Oct 23 2018, 11:47 AM
|
|
|
|
honsiong
|
Oct 23 2018, 11:50 AM
|
|
QUOTE(fairylord @ Oct 23 2018, 11:46 AM) Update on Forward Testing of Portfolio Stashaway (-ve) and Smartly (-ve) - SG. Excerpt from HWZ. » Click to show Spoiler - click again to hide... « Lump sum investment of $150 to each account to kick start the investment (25th Jan) Subsequently, to invest $50/mth into both smartly and stashaway portfolios on every 15th of the month beginning 15th Feb 2018
- Smartly Profile : 5/10 - Stashaway Profile 16 (54.5%/45.5%)
Investment updates (Stashaway vs Smartly) :
1 March 2018 (Total Invested: $400) : $195.76 / $196.00 13 March 2018 (Total Invested: $400): $196.43/ $195.53 6 April 2018 (Total Invested: $500): $243.84/ $242.46 18 April 2018 (Total Invested: $600): $293.67/$293.03 22 April 2018 (Total Invested: $600):$293.20/$293.34 28 May 2018 (Total Invested: $700): $351.67/$351.00
Note: From 29 May 2018, Portfolio changed to StashAway Profile 28, Smartly Profile 10
9 June 2018 (Total Invested: $700): $354.49/$353.14 26 June 2018 (Total Invested: $800): $407.05/$396.29 19 July 2018 (Total Invested: $900): $460.37/$454.75 30 July 2018 (Total Invested: $900): $458.49/$458.28 29 Aug 2018 (Total Invested: $1000): $515.63/$512.01
Note: From 29 August 2018, Portfolio changed to StashAway Highest RISK Portfolio, Smartly Profile 10
14 Sep 2018 (Total Invested: $1000): $512.68/$509.37 22 Sep 2018 (Total Invested: $1100):$563.44/$566.63 08 Oct 2018 (Total Invested: $1100):$549.49/$557.14 11 Oct 2018 (Total Invested: $1100):$531.56/$542.10 22 Oct 2018 (Total Invested: $1200):$578.08/$586.85
The MY Stashaway Portfolio most likely to be same as SG side. Any idea? I think so yes.
|
|
|
|
TS[Ancient]-XinG-
|
Oct 23 2018, 01:20 PM
|
|
I think US also. Since SG ETF also no good correct?
|
|
|
|
TS[Ancient]-XinG-
|
Oct 23 2018, 01:22 PM
|
|
QUOTE(Ramjade @ Oct 22 2018, 06:55 PM) You do know is not UT but robo which invest in ETF right? Not Malaysian ETF but US ETF . You do know that right? Whats your take on this? The latest port they still very heavy on EQ. No one seems stopping. This is worrying.
|
|
|
|
honsiong
|
Oct 23 2018, 01:52 PM
|
|
QUOTE(Ancient-XinG- @ Oct 23 2018, 01:22 PM) Whats your take on this? The latest port they still very heavy on EQ. No one seems stopping. This is worrying. You don’t want that much you can dial down to lowest risk, which puts like 60-70% bonds in your portfolio.
|
|
|
|
TS[Ancient]-XinG-
|
Oct 23 2018, 02:20 PM
|
|
QUOTE(honsiong @ Oct 23 2018, 01:52 PM) You don’t want that much you can dial down to lowest risk, which puts like 60-70% bonds in your portfolio. yea... you have that port performance? so far no news in Malaysia yet. fuhh. I think they wait the market to react. if they start now. those no financial savvy will wait look on number without thinking. sure kena burn hand. then blame SA.
|
|
|
|
TS[Ancient]-XinG-
|
Oct 23 2018, 02:20 PM
|
|
QUOTE(honsiong @ Oct 23 2018, 01:52 PM) You don’t want that much you can dial down to lowest risk, which puts like 60-70% bonds in your portfolio. yea... you have that port performance? so far no news in Malaysia yet. fuhh. I think they wait the market to react. if they start now. those no financial savvy will wait look on number without thinking. sure kena burn hand. then blame SA.
|
|
|
|
honsiong
|
Oct 23 2018, 03:04 PM
|
|
QUOTE(Ancient-XinG- @ Oct 23 2018, 02:20 PM) yea... you have that port performance? so far no news in Malaysia yet. fuhh. I think they wait the market to react. if they start now. those no financial savvy will wait look on number without thinking. sure kena burn hand. then blame SA. Just DCA $100 every week all the way, don’t panic then keep tweaking risk level.
|
|
|
|
TS[Ancient]-XinG-
|
Oct 23 2018, 03:24 PM
|
|
QUOTE(honsiong @ Oct 23 2018, 03:04 PM) Just DCA $100 every week all the way, don’t panic then keep tweaking risk level. the fee is calculated based on accumulated amount year end of entry fee each time?
|
|
|
|
honsiong
|
Oct 23 2018, 03:57 PM
|
|
QUOTE(Ancient-XinG- @ Oct 23 2018, 03:24 PM) the fee is calculated based on accumulated amount year end of entry fee each time? Average daily AUM and charged every first week of next month.
|
|
|
|
Ramjade
|
Oct 23 2018, 04:30 PM
|
|
QUOTE(Ancient-XinG- @ Oct 23 2018, 01:22 PM) Whats your take on this? The latest port they still very heavy on EQ. No one seems stopping. This is worrying. Is based on risk that you select. They won't auto run and hide and in bonds.
|
|
|
|
Pewufod
|
Oct 23 2018, 05:31 PM
|
|
very excited, cant wait
|
|
|
|
fairylord
|
Oct 30 2018, 08:56 PM
|
|
Update on Forward Testing of Portfolio Stashaway (-ve) and Smartly (-ve) - SG. Excerpt from HWZ. » Click to show Spoiler - click again to hide... « Lump sum investment of $150 to each account to kick start the investment (25th Jan) Subsequently, to invest $50/mth into both smartly and stashaway portfolios on every 15th of the month beginning 15th Feb 2018
- Smartly Profile : 5/10 - Stashaway Profile 16 (54.5%/45.5%)
Investment updates (Stashaway vs Smartly) :
1 March 2018 (Total Invested: $400) : $195.76 / $196.00 13 March 2018 (Total Invested: $400): $196.43/ $195.53 6 April 2018 (Total Invested: $500): $243.84/ $242.46 18 April 2018 (Total Invested: $600): $293.67/$293.03 22 April 2018 (Total Invested: $600):$293.20/$293.34 28 May 2018 (Total Invested: $700): $351.67/$351.00
Note: From 29 May 2018, Portfolio changed to StashAway Profile 28, Smartly Profile 10
9 June 2018 (Total Invested: $700): $354.49/$353.14 26 June 2018 (Total Invested: $800): $407.05/$396.29 19 July 2018 (Total Invested: $900): $460.37/$454.75 30 July 2018 (Total Invested: $900): $458.49/$458.28 29 Aug 2018 (Total Invested: $1000): $515.63/$512.01
Note: From 29 August 2018, Portfolio changed to StashAway Highest RISK Portfolio, Smartly Profile 10
14 Sep 2018 (Total Invested: $1000): $512.68/$509.37 22 Sep 2018 (Total Invested: $1100):$563.44/$566.63 08 Oct 2018 (Total Invested: $1100):$549.49/$557.14 11 Oct 2018 (Total Invested: $1100):$531.56/$542.10 22 Oct 2018 (Total Invested: $1200):$578.08/$586.85 30 Oct 2018 (Total Invested: $1200):$561.44/$568.42
|
|
|
|
honsiong
|
Oct 30 2018, 09:21 PM
|
|
Yeap -12% since July 2017 already on risk level 36%. Just stick to weekly $100 deposit plan.
|
|
|
|
TS[Ancient]-XinG-
|
Nov 1 2018, 07:35 AM
|
|
I didn't receive any mails yet.....
stable or not
|
|
|
|
honsiong
|
Nov 1 2018, 07:45 AM
|
|
QUOTE(Ancient-XinG- @ Nov 1 2018, 07:35 AM) I didn't receive any mails yet..... stable or not I stand corrected, they didn’t launch yet, just their signup from app.stashaway.my is active. Edit: Do not PM me. Ask your questions in this thread so others get help too. This post has been edited by honsiong: Nov 1 2018, 08:40 AM
|
|
|
|
honsiong
|
Nov 1 2018, 08:43 AM
|
|
|
|
|
|
TS[Ancient]-XinG-
|
Nov 1 2018, 09:08 AM
|
|
waaa got people start Pm you already?
btw. I want to know more about the 36% thing. how is it measured?
and is it forced to have weekly commitment? and done via standing instructions or we deposit?
|
|
|
|
honsiong
|
Nov 1 2018, 09:11 AM
|
|
QUOTE(Ancient-XinG- @ Nov 1 2018, 09:08 AM) waaa got people start Pm you already? btw. I want to know more about the 36% thing. how is it measured? and is it forced to have weekly commitment? and done via standing instructions or we deposit? 99% chance of not losing more than 36% in any given 1 year period. No, you can suka suka deposit whatever you want or nothing, for me I just set standing instructions to deposit weekly coz I find it fun. But when money is tight you can just stop depositing. BTW your questions can be found answered in their FAQ.
|
|
|
|