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Robo vs S&P vs Tiger

@BenjiFuji
This is a post 1 year experiment and reflection of how my investing journey of 1-2 years of an experiment I conceived to better understand myself and the various tools. Of course I have been investing for a longer period than above but for the purposes of my experiment, I'll leave out that portion. DCA ROBO I have been DCA ROBO for a period of time into a moderately higher risk portfolio of equity and bonds. Current result is a -4.30%. On reflection, the initial large sum invested contributed to a larger negative portion. Aside the bond and fixed income portion of 20% might has contributed to the drag. However I am not upset as the current bull market might just tip things over. Lump sum S&P This method involves firing at S&P500 at fixed intervals (eg. -20% -40% -60%). This time round I have managed to only fire one round in my conservative approach. Result now is +9.76%. While I am happy about the result, sometimes I wonder if I should have fired more into S&P. However if the result were negative, I might kick myself more. So nonetheless I am grateful. Tiger with multiple strategies Many different strategies were used here. From DCA to firing at companies that were undervalued to buying US and SG stocks. Thankfully the result is a positive +27.13%. However it's not all sunny as there were days when the portfolio went down to below -10% last year. The best performing stock now is $Meta Platforms, Inc.(META)$ at +83% while my worst one is at a -34.70% under the $Sea Ltd(SE)$ . So how? The market exuberance now seems really odd as more money rushes in. However I am cautiously optimistic. USA is still going to be raising interest rates and there's no guarantee that it won't drop into recession. China is facing structural problems with its property market going burst, flight of employment and businesses overseas and escape of the wealthy. Singapore might be in recession. Although our employment rates are still good, I wonder for how long. I will still cautiously DCA into the indexes and load more bullets moving forward. Prudence will be my key word for H2 2023. With prices going up higher than the salary increases, electricity bills going up, and another GST hike coming, we all need to exercise greater prudence in Singapore. I will also re-examine my thesis for all the stocks held and examine for future opportunities in different sectors and countries. What about you? What will you do for next half of 2023? @Bonta @daz88888888 @RDPD富爸穷爸 @LMSunshine @GoodLife99 @melson @SirBahamut Like share and comment. [Grin] Meanwhile be careful what you wish for. @TigerStars @MillionaireTiger @CaptainTiger
Robo vs S&P vs Tiger

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