This is a performance update to my Robo War Experiment (RWE) posted here:
https://pwlcm.wordpress.com/2022/08/03/robo-war-experiment-rwe-update-july-2022/
Disclaimer: This post is just for educational sharing purposes. Please do your own due diligence on any products mentioned in this post.
Performance Update
Here is the August 2022 Performance Update:
From a strong rebound in July 2022, all 5 robo advisors and 3 benchmark indices turned red in August 2022.
Key Observations
- The 5 robo advisors’ losses in August 2022 range from -1.40% to -2.74%.
- All 5 robo advisors managed to suffer smaller losses than the 3 benchmark indices.
- The 3 original robo advisors clocked in similar YTD returns at about -13%.
- Endowus had the least XIRR loss since inception.
- Syfe remained having the lowest monthly drawdown since inception.
Referral Links/Codes
Endowus: https://endowus.com/invite?code=J6YV3
Syfe: https://www.syfe.com/invite/wealth/SRPTRJTFQ
StashAway: https://www.stashaway.sg/referrals/choonght43
MoneyOwl: https://moneyowl.com.sg/app/accounts/sign-up?referral_code=5FZY-58AG
SquirrelSave: https://app.squirrelsave.com.sg/Start/Referralcode?referralid=2996
Personal Wealth Life Cycle Management (PWLCM) 
Hello Tan,
Thank you for sharing the performance updates and insights! As I am fairly new in my investing journey, I was wondering if you could share your calculations? I hope I can better understand my portfolio and educate myself, especially from experienced investors like you! Thank you!
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Hi Elaine,
Thanks for showing interests in my blog post. You may want to read my first post on this Robo War series, in which I shared the formula used to calculate monthly/quarterly/YTD returns as well as the annualized internal rate of return.
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