Real-time Portfolio Tracker

#scalablewealth

Tine Wittler 🏗

@Der_Dividenden_Monteur

1Mon·

Update No.3

In August, the portfolio was up 7% after one year of investing.

After 18 months I am now at +21.66% after fees,

I deposited almost 860€ / between 20 and 50€ per month.

I find it interesting that scalable is currently not riding the AI hype but is overweighting blockchain and biotech.

I am satisfied with the Robo Advisor project and will continue to run my savings plans, possibly also making one-off payments in the event of major drawdowns

Here again the article no.2 from August 23 linked

https://getqu.in/3O9MN3/

#scalablewealth

Tine Wittler 🏗

@Der_Dividenden_Monteur

1Yr·

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

33 Comments

Sina@lawinvest

1Mon

A small question:
You can see in the picture above which sectors your money is in... do you also see in which values and which countries? Or is it all hidden?
I don't find the thing that uninteresting and as a (also) Scalable user you can't avoid the advertising ;)

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Tine Wittler 🏗

@Der_Dividenden_Monteur

10Mon·

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

Tine Wittler 🏗

@Der_Dividenden_Monteur

1Yr·

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

8 Comments

GoDividend@GoDividend

10Mon

That's not bad at all... Thanks for sharing the result... Always right and important to look out of the bubble to throw what you are available for opportunities to invest

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