İk doubt between FXC and KWEB. On the one hand, I only want to invest in TECH. Then KWEB is good. Can you help me with that? Which one should I buy? TECH ETF does have more returns. But KWEB can only be bought with USD currency. Would that matter?
If Freddy is seeing 5G buildup and Semiconductor investment as a strong theme for China - why KWEB and not KFVG? Or is there intention to add KFVG as a thematic ETF into the portfolio?
Hi Shaun, thanks for your comment! We're always looking to expand our investable universe provided it meets our ETFs criteria. You may find our ETFs criteria list here (www.stashaway.sg/r/how-stashaway-selects-etfs). Rest assured, we may switch up our asset allocation if this is necessary, depending on the economic climate at the point. Hope this helps, do feel free to reach out to the team at support@stashaway.com if you have any questions!
KWEB is pulling 36% risk portfolio down all this year. I thought the reallocation would address this but not to be. Even Cathie Wood is pulling out. Yet StashAway still doubles down on it. I don’t think this video explains very well the reason to continue vs. choosing any multitude of other funds which the broader market is seeing huge growth this year? Feels like we are missing out on the strength of the markets!
@@telep1716 36 Risk portfolio , post reoptimization has a bond component , dragging down the returns and on top of it , they are increasing exposure to reits and kweb , this will hit the performance of pf , somehow dint like the portfolio reoptimization on my pf
@@telep1716 maybe it is a ST loss we have to endure for LT potential gain, we might benefit from doubling down when it is at low price relative to it's actual value... (back to basics Value>Price; Benefit > Cost; ROI>WACC)
Hi Geng Xiang, thanks for reaching out to us! You can rest assured that our investment team is paying close attention to the headwinds that KWEB faces as China increases their regulatory pressure. If you have any queries or concerns on this, feel free to leave a comment for Freddy and Stephanie to address or reach out to our support team at support@stashaway.com
Hi J. Wu, thanks for the question! We will not rule out any ETFs so long as they fulfil our portfolio selection criteria: www.stashaway.sg/r/how-stashaway-selects-etfs If a particular ETF or industry has a lower or non-existent target asset allocation, it is because our system does not indicate it as an optimal exposure for your portfolio in the long term. As you might have known, StashAway's portfolios are designed for a medium to long term time horizon (Think: 3-5 years for medium-term). Rest assured, if in the future our system indicates that exposure toward certain assets classes will be more optimal than the existing target asset allocation, we will move to re-optimise the existing portfolios to ensure that they are always optimal at the chosen risk level. Hope this provides clarity!
Didn’t know StashAway’s “Long-term” means less than 1 year. 😅
Good thing is that I have left this robo since 2020 and never look back.
İk doubt between FXC and KWEB. On the one hand, I only want to invest in TECH. Then KWEB is good. Can you help me with that? Which one should I buy? TECH ETF does have more returns. But KWEB can only be bought with USD currency. Would that matter?
Welcome back Freddy!
May KWEB go to the moon soon
KWEB to the moon!
If Freddy is seeing 5G buildup and Semiconductor investment as a strong theme for China - why KWEB and not KFVG? Or is there intention to add KFVG as a thematic ETF into the portfolio?
Hi Shaun, thanks for your comment! We're always looking to expand our investable universe provided it meets our ETFs criteria. You may find our ETFs criteria list here (www.stashaway.sg/r/how-stashaway-selects-etfs). Rest assured, we may switch up our asset allocation if this is necessary, depending on the economic climate at the point. Hope this helps, do feel free to reach out to the team at support@stashaway.com if you have any questions!
Good to hear that about KWEB risk addressed here.
KWEB is pulling 36% risk portfolio down all this year. I thought the reallocation would address this but not to be. Even Cathie Wood is pulling out. Yet StashAway still doubles down on it. I don’t think this video explains very well the reason to continue vs. choosing any multitude of other funds which the broader market is seeing huge growth this year? Feels like we are missing out on the strength of the markets!
@@telep1716 36 Risk portfolio , post reoptimization has a bond component , dragging down the returns and on top of it , they are increasing exposure to reits and kweb , this will hit the performance of pf , somehow dint like the portfolio reoptimization on my pf
@@telep1716 maybe it is a ST loss we have to endure for LT potential gain, we might benefit from doubling down when it is at low price relative to it's actual value... (back to basics Value>Price; Benefit > Cost; ROI>WACC)
@@taychester luckily you're not in charge of my investments.
@@taychester and don't worry your malaysian economy will slide even worse.
Ok, we get it, you're doubling down by staying in KWEB. Fair enough, money where your mouth is. Lets hope it works.
Hi Geng Xiang, thanks for reaching out to us! You can rest assured that our investment team is paying close attention to the headwinds that KWEB faces as China increases their regulatory pressure. If you have any queries or concerns on this, feel free to leave a comment for Freddy and Stephanie to address or reach out to our support team at support@stashaway.com
This aged well
Hi Freddie, what are your thoughts on space travel? Does it have potential as an industry? Will StashAway include it in its portfolio?
Hi J. Wu, thanks for the question! We will not rule out any ETFs so long as they fulfil our portfolio selection criteria: www.stashaway.sg/r/how-stashaway-selects-etfs
If a particular ETF or industry has a lower or non-existent target asset allocation, it is because our system does not indicate it as an optimal exposure for your portfolio in the long term. As you might have known, StashAway's portfolios are designed for a medium to long term time horizon (Think: 3-5 years for medium-term).
Rest assured, if in the future our system indicates that exposure toward certain assets classes will be more optimal than the existing target asset allocation, we will move to re-optimise the existing portfolios to ensure that they are always optimal at the chosen risk level. Hope this provides clarity!
@@StashAway No worries, they addressed this question in the following week's market commentary update
Totally didn't age well T_T
And they sold all kweb…