Around 0.25% return.

Hi everyone, newbie here Currently trying to learn more about my SA portfolio (18% SRI).

I found out StashAway's ETF Fund Selection List
and am curious if anyone has IVV in their portfolio.

I took a look at all the current portfolios of different SRI and only saw IJR, XLP, XLV, and XLY.

Risk 30% only

This post has been edited by ironman16: Jul 4 2020, 09:59 PM

Ah, thanks ironman. Found it under International Equities of the 30% portfolio.

Interesting, wonder why it's in that category, since the description given for the ETF is
'a market-cap-weighted index of US large and midcap stocks selected by S&P'.
Shouldn't it be under Equity Sector (US)?

I like IVV more than IJR at first glance of their top 10 holdings, expense ratios, and returns.
Anyone mind sharing the detailed asset allocation for SRI 30%

U oledi unlock the higher risk? If yes, suppose u can see the asset allocation for SRI 30%.

Do you mean not all of them have the same compilation period?
Those bad period they did not include in the compilation from that link?
The data title mentioned "How our portfolios have performed since our launch in July 2017."

if you wanted the data compilation to include more period ranges or display options,...
then i think the more proper one, is to mention something like example, "Their data compilation is only limited, not like how their competitor is doing ",
instead of "They are not transparent. Like to hide. Only show performance which is look good".

This post has been edited by MUM: Jul 5 2020, 05:07 AM

Higher-Risk is still locked
I can only see the general allocation for 30% SRI like below:
Equity Sector (US) - 55%
Commodities - 20%
International Equities - 20%
Fixed Income - 4%
Cash - 1%

I'm interested in the detailed allocation in the 30% portolio:
IJR -
XLV -
XLP -
XLY -
GLD -
IVV -
SPEM -
KWEB -
BNDX -
Cash -

[quote=lil_puffa,Jul 5 2020, 07:48 PM]Higher-Risk is still locked  
I can only see the general allocation for 30% SRI like below:
Equity Sector (US)      - 55%
Commodities              - 20%
International Equities  - 20%
Fixed Income              - 4%
Cash                          - 1%

I'm interested in the detailed allocation in the 30% portolio:
IJR    -   15         
XLV    -               
XLP    -                 
XLY    -
GLD  -
IVV    -
SPEM  -
KWEB  -
BNDX  -
Cash  -

IJR - 15
XLV - 15
XLP - 10
XLY - 15
GLD - 20
IVV - 5
SPEM - 5
KWEB - 10
BNDX - 4
Cash.- 1

This post has been edited by ironman16: Jul 5 2020, 08:39 PM

K I just swtiched risk level from 18 to 36. I am betting on fed will print even more money to prop everything up, bondholders and savers get rekt in this case. It's better to only have equities and gold in this case.

Nah. even with the cases in US still sky high, I think Feds has interfere enough.

Already few weeks without any policy bazookas, and business started to open again. Payroll report also increased significantly.

I think it'll just go upwards from now on. (Unless the Swine Flu hits like Covid-19 2.0)

Just kinda sad cuz we have both equities and gold in the portfolios, but when one appreciates, the other depreciates. Like tug of war.

but at the higher risk levels the equities much outweighs the gold

well, potus have been quiet for almost a month
imo, he will be tweeting anytime soon

[quote=ironman16,Jul 5 2020, 08:26 PM]
[quote=lil_puffa,Jul 5 2020, 07:48 PM]Higher-Risk is still locked  
I can only see the general allocation for 30% SRI like below:
Equity Sector (US)      - 55%
Commodities              - 20%
International Equities  - 20%
Fixed Income              - 4%
Cash                          - 1%

I'm interested in the detailed allocation in the 30% portolio:
IJR    -   15         
XLV    -               
XLP    -                 
XLY    -
GLD  -
IVV    -
SPEM  -
KWEB  -
BNDX  -
Cash  -

IJR - 15
XLV - 15
XLP - 10
XLY - 15
GLD - 20
IVV - 5
SPEM - 5
KWEB - 10
BNDX - 4
Cash.- 1

[/quote]


Thank you, boss

But at one point when equities appreciates, gold will depreciate a bit, which pulls down the profit slightly.

Please comment
https://howtofinancemoney.com/stashaway-malaysia-review

on the side note, somewhat realised you constantly find points to attack stashaway, didnt you?

but good point if the arguments are valid. will read the link you posted. thanks.

great writeup. i'm not well-verse in stockbroking or investments stuffs but I mainly do my reading from other ppl's posting to get an overall idea on the thing. The article's easy to understand and is a good wake up call for those who think robo-apps are sure-profit tool.

Same as with alot of other investment out there.

I think you mean all. Got what investment is confirm profit 1? Even in FD it can't profit over inflation.

Everyone needs to know that nothing is sure-profit, ESPECIALLY in investment. If anyone told you it's sure-profit, I'm sure it's a scam.