SquirrelSave portfolios are doing fine
despite Covid-19

February 25, 2020 | Yi-Chen Chia, CFA CAIA FRM


Despite the world fighting the Covid-19 outbreak, SquirrelSave's portfolios are still showing positive performance. Our investments are well-diversified across global markets; mainly allocated to US REITS, US stocks, and China A-shares.

The drop in China market is offset by the strong growth in the US market, resulting in the portfolio only gaining around 5% since May 2019, as per SquirrelSave's 5 reference portfolios representing different risk types, i.e. conservative, balanced, growth, aggressive and very aggressive.

SquirrelSave investment returns since inception

Although the returns do not beat the S&P 500, PIVOT excels in risk-control. SquirrelSave's portfolios have lower volatility and max drawdown, as compared to the major indices.

SquirrelSave max drawdown since inception

The following charts show that SquirrelSave's AI-driven portfolio is not a return-chasing portfolio, where it may expose the clients to serious risks. We are oriented towards risk-adjusted returns. Our algorithm has been tested for over 16 years, so our clients can safely hold their portfolios regardless of occurrences of black swan events.

SquirrelSave Conservative Investment Portfolio in Short and Long Term

SquirrelSave Balanced Investment Portfolio in Short and Long Term

SquirrelSave Growth Investment Portfolio in Short and Long Term

SquirrelSave Aggressive Investment Portfolio in Short and Long Term

SquirrelSave Very Aggressive Investment Portfolio in Short and Long Term

DISCLAIMER: Back-tested, hypothetical or simulated performance data -- not indicative of future results. All investments carry risk. We do not guarantee the accuracy or completeness of such information. If in doubt, please consult a professional financial adviser.





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