Nino Ulsamer
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What is risk-adjusted return?
The risk-adjusted return of an investment is the risk involved or required to generate that level of return. If two investments have the same level of return, then the lowest risk investment will h...
How does my money get invested from the moment I make a deposit?
General Investing (powered by StashAway and powered by BlackRock®) & Goal-Based Investing portfolios, Thematics portfolios, ESG portfolios, and Flexible Portfolios take 1 to 2 business days. Stash...
How often is my portfolio rebalanced and re-optimised?
Rebalancing:When a particular asset reaps significant gains relative to other assets in the portfolio, its market value weight increases above the target allocation.Without rebalancing, the portfol...
Why do I have a positive time-weighted return, but negative dollar return?
It is entirely possible to have a positive TWR but negative total return. Your TWR is positive because your portfolio’s return has increased in value since your first deposit. You can see that in...
How does my money get allocated if I have multiple portfolios?
We will automatically allocate the funds to the one-time deposits (if any) first, followed by the monthly deposits based on the monthly deposit amounts you indicate to us in each of your portfolios...
Why do I have a negative time-weighted return, but positive dollar return?
Your TWR is negative because your portfolio’s return has decreased in value since your first deposit. Here’s an example of when this might be the case: Let’s say you deposited $100 to start your ...
How do I change the bank details linked to my account?
If you're using the Web Application: Log in to your StashAway account, click on "Your Name" > "Settings" > "Bank accounts" If you're using the Mobile Application: Log in to your StashAway account,...
How do I make changes or delete my goal?
You can make any changes to your account by logging into your StashAway account. To make changes to your goal or to delete it, you can do the following: Web App 1) Select the Portfolio you would ...
What is re-optimisation?
Re-optimisation refers to changes in your portfolio’s target asset allocation. When this happens, new ETFs may be introduced, and/or the weightage of existing ETFs will be changed in your asset all...
Can I have multiple goals?
Yes, you can! There is no limit to the number of goals and portfolios you can have in your StashAway account. Do note that once you made a full withdrawal from one of your portfolios, the portfoli...