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 myTHEO MY, Invest in a Moment

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tsutsugami86
post Sep 2 2020, 10:41 AM

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Mytheo don't have detail statement ?
tsutsugami86
post Nov 10 2020, 02:22 PM

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QUOTE(blackchides @ Nov 10 2020, 12:38 PM)
I agree, just seems like a complete waste of time.

I'll probably try what you're doing now, if not much impact, will swap it over to a different roboadviser.
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You should try Wahed, only 3 fund they invested (for very aggressive portfolio) laugh.gif
tsutsugami86
post Nov 12 2020, 09:47 AM

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QUOTE(GrumpyNooby @ Nov 12 2020, 09:30 AM)
This is the first time I see my 100% Growth portfolio gain in USD is more than 5%.
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Me too laugh.gif Currently TWR = 5.42%
tsutsugami86
post Nov 12 2020, 09:57 AM

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QUOTE(GrumpyNooby @ Nov 12 2020, 09:48 AM)
But EWS is still in red.  dry.gif
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my one all green biggrin.gif
tsutsugami86
post Nov 26 2020, 04:05 PM

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QUOTE(GrumpyNooby @ Nov 12 2020, 08:21 PM)
Maybe to SAMY or Wahed.  tongue.gif
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Already cash out ?
tsutsugami86
post Nov 26 2020, 04:10 PM

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QUOTE(GrumpyNooby @ Nov 26 2020, 04:06 PM)
Not yet.
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Now i discover they will adjust our portfolio as they want. Difference method to handle our fund compare to SAMY.
tsutsugami86
post Nov 26 2020, 04:14 PM

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QUOTE(GrumpyNooby @ Nov 26 2020, 04:12 PM)
Yes but the problem is that don't what is being adjusted.
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Agree, hopefully they can give us detail monthly report like SAMY.
tsutsugami86
post Dec 7 2020, 10:28 AM

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QUOTE(GrumpyNooby @ Dec 7 2020, 10:16 AM)
Return to date in term of USD has breaches 10%! hmm.gif
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Simple return or TWR ?
tsutsugami86
post Dec 7 2020, 10:31 AM

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QUOTE(GrumpyNooby @ Dec 7 2020, 10:29 AM)
Simpel from their app.
TWR or MWR info is available?
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Got TWR, click again the simple return, then it will change to TWR.
tsutsugami86
post Dec 7 2020, 10:39 AM

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QUOTE(GrumpyNooby @ Dec 7 2020, 10:36 AM)
Got it. Thanks for the tips.
It's around 5% only. sweat.gif
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my portfolio (USD) - TWR 15%
tsutsugami86
post Dec 9 2020, 12:11 PM

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QUOTE(GrumpyNooby @ Dec 9 2020, 12:02 PM)
tsutsugami86 still holding?
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Yes, top up more.
tsutsugami86
post Dec 9 2020, 12:17 PM

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QUOTE(GrumpyNooby @ Dec 9 2020, 12:13 PM)
Good that you still have faith over it.
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Just invest not more than a year, so far now see got return, I can continue do DCA.

Have you discover Mytheo keep very low amount in hand compare to SAMY and Wahed? They invested almost 99.9% money and left few sen of USD.
tsutsugami86
post Dec 9 2020, 12:24 PM

On my way
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QUOTE(GrumpyNooby @ Dec 9 2020, 12:18 PM)
I believe SAMY cash allocation is fixed at 1%.

That why MyTheo will adjust your portfolio (sell I believe) to offset the monthly management fee.
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Feel like Mytheo's management fee quite cheap, maybe my investment amount not much.

This post has been edited by tsutsugami86: Dec 9 2020, 12:25 PM
tsutsugami86
post Dec 9 2020, 12:48 PM

On my way
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524 posts

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QUOTE(GrumpyNooby @ Dec 9 2020, 12:13 PM)
Good that you still have faith over it.
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You lose faith over it?
tsutsugami86
post Dec 9 2020, 01:03 PM

On my way
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Junior Member
524 posts

Joined: May 2019


QUOTE(GrumpyNooby @ Dec 9 2020, 12:49 PM)
Based on the initial hiccups experience, truth answer is YES.
Just hands are itchy when seeing positive return now.
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I invest in Mytheo just for diversification. Mainly still concentrate on SAMY

This post has been edited by tsutsugami86: Dec 9 2020, 01:04 PM
tsutsugami86
post Jan 6 2021, 09:53 AM

On my way
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524 posts

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QUOTE(GrumpyNooby @ Jan 6 2021, 09:48 AM)
My portfolio has been adjusted.

The only difference that I can remember/notice is addition of iSHARES MSCI USA ESG SELECT ETF (SUSA)
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add in new ETF ? My portfolio don't have adjustment hmm.gif
tsutsugami86
post Jan 6 2021, 01:40 PM

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Finally found SUSA in my portfolio, it replace the VOT.

 

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