I use a reference number.
All equities are not trading yesterday due to Easter Day.

If you're so ambitious with the details, go consult SAMY CS.

What is Time-weighted Return?
Time-weighted Return (TWR) is the most commonly-used way to calculate returns in the financial industry, and it's an easy metric to compare returns between different portfolios.

By tracking the portfolio’s performance from your first deposit, a portfolio’s TWR removes the distortions that various cash inflows and outflows create. In essence, TWR measures the portfolio manager’s ability to generate returns, not the effects of an individual’s deposit and withdrawal behaviours.

What is Money-weighted Return?
Money-weighted Return (MWR) assigns a weight to each of your deposits and withdrawals. So, a deposit of RM1,000 has a lesser effect on your portfolio’s return figure than a deposit of RM100,000.

This approach helps to gauge the impact and effectiveness of an individual’s timing of deposits and withdrawals. As a result, due to the emphasis of deposits and withdrawals, MWR may naturally overweight or underweight the returns, as well as distort the performance of the portfolio manager and their investment strategy.

MWR can potentially inflate your returns if you deposit when the markets are going up, or similarly understate your performance when you deposit while the markets are going down. It will also assign a larger weight to a lump sum deposit.

MWR’s merit lies in that it clarifies the impact of the individual investor’s investment decisions (e.g., when you deposit and withdraw).

So, unless your portfolio manager determines when to deposit or withdraw funds from your portfolio, MWR doesn’t effectively measure your portfolio manager’s performance. You should only use MWR to compare two different portfolios if you have the exact same deposit and withdrawal behaviors for both portfolios.

https://www.stashaway.my/r/how-stashaway-calculates-returns

Assets under management

Some said that option is no longer available.

You use which channel? JP, IBFT or DD?

You meant in between existing portfolios?

For SASG
https://www.stashaway.sg/simple

One of it even though it's not so transparent will be MYR-USD conversion cost of 0.1%

Need to track on daily basis?

That's why I'm jealous of you. No work and get paid!
Got money to invest in SAMY; invest here, invest there (not ke sana, ke sini).
Life is so good for you!

This post has been edited by GrumpyNooby: Apr 14 2020, 07:44 PM

kelvinfixx Dude, use multi-quote!

Do they offer any freebie?

It has one of ETFs that tracks S&P500: IVV
Majority of the sector based ETFs also track S&P500 ETF (SPDR).

This post has been edited by GrumpyNooby: Apr 15 2020, 06:52 PM

If your risk appetite is 36, 72% of the portfolio allocation goes in to US equity.
About 15% goes into small cap (IJR). The balance goes into IVV, XLC, XLK, XLV, XLY and XLE.

This post has been edited by GrumpyNooby: Apr 15 2020, 07:10 PM

Anybody plan to withdraw RM 1500 per provider from PRS Account B/II and all in to SAMY?

Of course.

Just quickly exceeds RM 1mil, you can touch the money earlier; no need to wait for retirement age.

B40 can get BPN.
I don't even qualified for it and I'm not in T20 also!

This post has been edited by GrumpyNooby: Apr 16 2020, 09:48 PM

Gilead drug hope.

Yes, in term of USD, TWR is still negative.