INVESTING THROUGH ROBO ADVISOR

A simple, easy and relatively cheaper way to invest!

Few years ago, a few robo advisor platforms entered into Singapore’s investing arena. They are supposed to provide a “robotic” or maybe a more systematic and alternative approach to the conventional investing methods recommended by many bankers, advisors, consultants etc.

Robo advisors will customise the portfolio for you, based on your risk profile.

Many robo advisor platforms mentioned that their fees are lower and provide a fuss free way of investing. Two months ago, I took a look into a few platforms. And of course I chose 1 to start in.

WHICH DID I CHOOSE?

I choose Smartly in the end. For a few reasons!
1. The platform is relatively simple to use.
2. It takes $50 to start, subsequent top up can be even $1.
3. The money is invested into mainly Vanguard ETFs (one of the lowest fees).
4. I can research into the Vanguard ETFs first.
5. Smartly charges a fee of about 1%, compared to 2% to 5% for many other mutual funds.
6. Referral code from another user, which provided me 90 days of platform fee waiver.

RISK SCORE

My risk score is 10/10 (highest risk). Actually, I don’t believe in the high risk, high return b*ll*sh*t. An investor, as much as possible, should always go for low risk, high return. The risk score is based on a set of questionnaire. Everyone would need to answer some questions during the sign up for any robo advisor. That’s how they work. They determine your risk score/risk profile, and recommend the necessary kind of portfolio for you.

INSIDE MY SMARTLY PORTFOLIO

10/10 Risk Score Portfolio

I started with $150 and will be adding $10 each month (dollar cost averaging). I will also be adding money each time the market drops significantly.

Why did I start with dollar cost averaging $10 per month? Because it is to show people that, anyone can start investing with $0.33 per day. Many people think they need a lot to start. NO! Starting and taking action is more important!

FINAL THOUGHTS

There is too much information to present in just one post. I will definitely be writing a bit more on my Robo Advisor Investing Journey.

This is only a small tiny part of my investment portfolio. I am doing this mainly to introduce to young people and millennials that it is possible and easy to start investing.

This is not a sponsored post. But if you are interested in also using the Smartly platform for investing, you can use my referral code 05cd35 after signing up. Both of us will be rewarded 90 days free management on our first S$10,000.

Disclaimer: www.engboonhow.com is an opinion based website. I am not a financial advisor, and the opinions on this site should not be considered as financial advice.

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