SQUIRRELSAVE: +11% to +13% IN FIRST HALF 2021

Jul 1, 2021


Stay Invested with Quantitative Discipline…

In our end-May 2021 blog, we talked about being disciplined and quantitative, instead of following traditional investment folklore. Data proves it is better to stay invested instead of timing markets. That’s why we created SquirrelSave AI to track markets 24/7.

SquirrelSave has performed well for Jan-Jun 2021…

Our reference SquirrelSave portfolios* have risen +11% to +13% for the 1st half of 2021. 6 months is a short period, but our SquirrelSave portfolios are well positioned for the months ahead.

SquirrelSave Reference Portfolios*
Jan-Jun 2021

SquirrelSave Reference Portfolios* Jan-Jun 2021

Source: SquirrelSave, Saxo Capital Markets
Figures are inclusive of ETF expense ratios and net of SquirrelSave management fees.
** Investment amount more than SGD15,000

Relentless monitoring with R&D expertise…

We constantly monitor our SquirrelSave AI system to check that actual portfolio performances are consistent with back-tested (using long-historical data) results. At SquirrelSave, our quantitative R&D is continuous. Recently, we tweaked SquirrelSave’s AI engine with a dynamic risk ratio to add downside risk protection for clients, especially those averse to high risk.

Invest smarter at SquirrelSave! Even from ONE Dollar!

Sign-up at www.squirrelsave.com.sg and let our SquirrelSave AI target decent returns for you in the months ahead!

Regards,
Your SquirrelSave Quantitative AI Team

Victor Lye BBM CFA CFP®, Founder & CEO
Yuan Baosheng PhD, Computational Finance Strategist

* SquirrelSave uses AI to design and manage diversified investment portfolios for each investor. Because SquirrelSave is not an investment fund, there is no single return measure. Instead, every SquirrelSave investor has his/her own investment performance as each investor is managed separately by our SquirrelSave AI. As investors can withdraw and top-up any time, investment returns will be affected by individual investor decisions. Hence, SquirrelSave uses reference portfolios which are actual portfolios managed on an ongoing basis, without any interference with withdrawals or top-ups, to measure investment performance.

Disclaimer

The contents herein are intended for informational purposes only and do not constitute an offer to sell or the solicitation of any offer to buy or sell any securities to any person in any jurisdiction. No reliance should be placed on the information or opinions herein or accuracy or completeness, for any purpose whatsoever. No representation, warranty or undertaking, express or implied, is given as to the information or opinions herein or accuracy or completeness, and no liability is accepted as to the foregoing. Past performance is not necessarily indicative of future results. All investments carry risk and all investment decisions of an individual remain the responsibility of that individual. All investors are advised to fully understand all risks associated with any kind of investing they choose to do. Hypothetical or simulated performance is not indicative of future results. Unless specifically noted otherwise, all return examples provided in our websites and publications are based on hypothetical or simulated investing. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because hypothetical or simulated performance is not necessarily indicative of future results.





More Articles more



MY SQUIRRELSAVE PORTFOLIO: +35% in 25 months

MY SQUIRRELSAVE PORTFOLIO: +35% in 25 months

Victor Lye, CFA CFP®

Last night, someone who had read my blog dated 2 April 2021 asked about my SquirrelSave portfolio…
Read more

GLOBAL VACCINATION CHALLENGE & GROWING INTEREST IN CRYPTO ASSETS

GLOBAL VACCINATION CHALLENGE & GROWING INTEREST IN CRYPTO ASSETS

Victor Lye, CFA CFP®

As we closed the first week of June, the leading USA exchanges were boosted by better-than-expected jobs data. The flagship Dow Jones Industrial Average (DJIA) and S&P 500 hovered around recent record highs while the Nasdaq Composite which had experienced a tech selloff recovered.
Read more

SELL IN MAY & GO AWAY?

SELL IN MAY & GO AWAY?

Victor Lye, CFA CFP®

There is a popular saying, "Sell in May and go away”! While we investment folks may call it folklore (no pun intended 😊), SquirrelSave’s investment team takes a quantitative approach to make sense of it.
Read more