Since October 2023, MYTHEO is my only robo-advisor. You may refer to this article to see my rationale of selecting MYTHEO. In this article, I am going to review the annual performance of my portfolio on MYTHEO. The return is as on 31 October 2024. Performance Based on the platform data, my total return from …
In this 2023 asset allocation article, I will share my year-end allocation in both Malaysia and foreign markets. Target asset allocation Malaysia My target allocation is 10% P2P lending and 90% stock. I am only considering equities, mutual funds and peer-to-peer (P2P) lending. Foreign My current target allocation is 20% in bonds, 74% in equity …
This article is the final part of my 2023 investment review. For my Malaysia investment review, you may refer to this article. For my foreign investment review, you may refer to this article. This review covers all my stocks, mutual funds, exchange traded funds (ETFs) and trust in Malaysia and US. As I am based …
This article is the continuation of my 2023 investment review. For my Malaysia investment review, you may refer to this article. This 2023 foreign investment review covers my exchange traded funds (ETFs) and a trust in the US market. I will show the gain or loss (including dividends) for each ETF. In the end, I …
This is a comparison between the latest returns of my two robo-advisors, MYTHEO and StashAway. For the performance of the previous year, you can refer to this article. The returns are as on 31 October 2023. Contrary to previous years, I am not going to list the exchange traded funds (ETFs) in my portfolios. MYTHEO …
This is a comparison between the latest returns of my two robo-advisors, MYTHEO and StashAway. For the performance of the previous year, you can refer to this article. The returns are as on 31 October 2022. I am going to list just the stock code of the exchange traded funds (ETFs) in this article. If …
This article will compare the 2021 returns of my accounts with two robo-advisors, MYTHEO and StashAway. For the performance of the previous year, you can refer to this article. The returns are as on 31 October 2021. I am going to list just the stock code of the exchange traded funds (ETFs) in this article. …
I have discussed about three robo-advisors in 2019. Out of the three, I am using MYTHEO and StashAway. Since then, there are a few robo-advisors being launched in the market. Today, I am going to give a brief overview of these newcomers. The New Robo-Advisors There are three new robo-advisors since 2019. They are Akru, …
I have an account each with two robo-advisors, namely MYTHEO and StashAway. The StashAway account was opened in May 2020 while MYTHEO account was opened last year and I think it is a good time to compare their results. The returns are as on 31 October 2020. I am going to list just the stock …
I am currently using ToledoTrade as my broker in US. However, I recently found out that Firstrade (Link) is open to Malaysians and I have decided to give it a try. Why Firstrade? I was mainly attracted by the $0 commission for online trading. Furthermore, like ToledoTrade, there is no inactivity fee too. There is …
