SquirrelSave ONE Dollar Reference Portfolios
+12.3% & +15.2% in first 10 months of 2021
+19% & +29% in 17 months since May 2020 inception
Nov 1, 2021
We set up two actual ONE Dollar SquirrelSave portfolios in May 2020.
Then, SquirrelSave was trying to get people’s attention to invest. But many were afraid because of the early phases of the raging pandemic. Yet SquirrelSave was highlighting that when fear grips the markets, it is often a good opportunity. Looking back, it was a good call.
As SquirrelSave is not a fund but is an individualist investment portfolio generated for you when you invest, we need to compare the same portfolio over time to measure its true underlying performance.
Do note that when you invest in SquirrelSave, you have full control over when to deposit more or to withdraw. Hence, to avoid any performance distortions due to arbitrary deposits or withdrawals, the portfolios we track do not have withdrawals or top ups.
SquirrelSave Portfolios*
May 2020 to 31 Oct 2021
Risk Setting | May 2020 | 1 Jan 2021 | % Return | 1 Nov 2021 | % Return | % Return (May 2020 to Oct 2021) |
---|---|---|---|---|---|---|
Conservative | $1.00 | $1.06 | +6.0% | 1.19 | +12.3% | +19.0% |
Very Aggressive | $1.00 | $1.12 | +12.0% | 1.29 | +15.2% | +29.0% |
We showcase our ONE Dollar portfolios to demonstrate the precision of AI-driven investing. It is also easy for you to eyeball the returns. However, do invest more than ONE Dollar to maximise your returns!
$1,000 invested in May 2020 would have grown to $1,190 (+19%) for a Conservative risk setting and $1,290 (+29%) for a Very Aggressive risk setting over the 17-month period to 31 Oct 2021!
SquirrelSave enables you to invest in small sums…
Invest what you can and capture the power of compounding returns. Invest early. With SquirrelSave, you are in control. You can top-up every day, anytime you wish. You can also withdraw anytime, though we would recommend that investing requires one to stay invested so that the inevitable risks can be smoothed out.
Doing this regularly, you can build a nest egg. Simply start early and capture the “Power of Compounding”! Kids should invest early too! That’s why SquirrelSave introduced a KidSave investment goal that allows you to set aside money and invest for your kids.
With SquirrelSave AI, it is possible to Invest Smarter! Sign-up at www.squirrelsave.com.sg today!
Regards
Your SquirrelSave Team
* Figures are inclusive of ETF expense ratios and net of SquirrelSave management fees. SquirrelSave uses AI to design and manage diversified investment portfolios for each investor. Because SquirrelSave is not an investment fund, there is no single return measure. Instead, every SquirrelSave investor has his/her own investment performance as each investor is managed separately by our SquirrelSave AI. As investors can withdraw and top-up any time, investment returns will be affected by individual investor decisions. Hence, SquirrelSave uses reference portfolios which are actual portfolios managed on an ongoing basis, without any interference with withdrawals or top-ups, to measure investment performance.
Disclaimer
The contents herein are intended for informational purposes only and do not constitute an offer to sell or the solicitation of any offer to buy or sell any securities to any person in any jurisdiction. No reliance should be placed on the information or opinions herein or accuracy or completeness, for any purpose whatsoever. No representation, warranty or undertaking, express or implied, is given as to the information or opinions herein or accuracy or completeness, and no liability is accepted as to the foregoing. Past performance is not necessarily indicative of future results. All investments carry risk and all investment decisions of an individual remain the responsibility of that individual. All investors are advised to fully understand all risks associated with any kind of investing they choose to do. Hypothetical or simulated performance is not indicative of future results. Unless specifically noted otherwise, all return examples provided in our websites and publications are based on hypothetical or simulated investing. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because hypothetical or simulated performance is not necessarily indicative of future results.
More Articles more
8 Ways To Build Your Child's Financial Literacy
Team SquirrelSave
Here are some ways you can develop your child's financial literacy habits from an early age.
Read more
Sep 2021 SquirrelSave Reference Portfolios Outperform
+11% to +15% YTD end-Sep 2021
Team SquirrelSave
Seasonally, September tends to be the worst performing month of the year. SquirrelSave has managed to perform well despite headwinds.
Read more
SquirrelSave ONE Dollar Portfolios:
Update +18% & +26% in 15 mths!
Team SquirrelSave
We designed SquirrelSave to start investing from ONE Dollar that we can help the unbanked millions, and those badly served with expensive financial products.
Read more