Scalable Robo Advisor

I'm testing Scalable Wealth since August (so far only with 50 Euro per month)

Right now I find it interesting that on Jan 4th 100% Invested,

in December the ratio before the Fed meeting was 75% stocks and 25% overnight money.

Let's see if the algo is right.

My chosen product is the Megatrend Portfolio.

Return after costs so far at +0.23%.

My first conclusion after 4 months:

Is not as bad as I thought, am positively surprised that the return is still above the costs. +0.23% return is of course not mega but satisfactory for a Robo Advisor in the market environment.

I must also say that it is actually intended for a one-time investment, but I invest per savings plan.

In August, I will then decide whether I invest a larger amount or let it continue to run per savings plan.

#roboadvisor
#scalablecapital

Conclusion after one year of Scalable Robo Advisor

12 months have passed, €50 invested per month.

Return after costs +7.31% in the Megatrend portfolio

I don't think that's bad at all for a robo advisor, especially in this chaotic stock market environment of the last 12 months.

The drawdowns were acceptable, -4.9% in December was the highest loss so far.

It is interesting that at the moment biotechnology is currently overweighted.

I will continue to hold SC Wealth, I find it a nice addition to the portfolio.

#scwealth
#scalablecapital
#roboadvisor
#scalablewealth

Good morning everyone,

Do any of you happen to have experience with scalable's Robo Adviser?

I would be very grateful if anyone has anything to report.

#scalablecapital
#roboadvisor