Here is the monthly update on my StashAway portfolio performance for June 2026 (data recorded as of 1 July 2026).
This month marks an exciting milestone for my StashAway investments—my BlackRock Very Aggressive portfolio has officially crossed the +100% Time-Weighted Return (TWR) mark!
If you want to look back at how these portfolios performed previously, you can check out my May 2026 Update.
Overall Performance Overview
Here is the summary of my three StashAway portfolios as of 1 July 2026:
- Total Portfolio Value: $48,007.69 USD
- Total Net Deposits: $35,063.29 USD
- Total Returns: +$12,944.40 USD
All three portfolios continued their upward momentum through the end of Q2, adding to the gains from the strong recovery earlier in the quarter.
Breakdown by Portfolio
1. 2022-05 SRI 16%
This is my lower-risk, balanced portfolio designed to act as a stabilizing anchor for my robo-advisory investments.
- Current Value: $16,824.05 USD
- Net Deposits: $13,279.73 USD
- Total Return: +$3,544.32 USD
- Time-Weighted Return (TWR): +40.58%
The SRI 16% portfolio continued its steady, low-volatility growth trajectory, delivering reliable returns without experiencing major drawdowns.
2. 2022-09 BR Very Aggressive (Powered by BlackRock)
My high-growth thematic strategy managed by BlackRock achieved a key milestone this month.
- Current Value: $15,918.98 USD
- Net Deposits: $11,001.04 USD
- Total Return: +$4,917.94 USD
- Time-Weighted Return (TWR): +101.08%
By hitting +101.08% TWR, this portfolio has officially doubled on a time-weighted basis since its launch in late 2022. It highlights the benefits of maintaining disciplined, automated dollar-cost averaging through varying market cycles.
3. 2022-10 SRI 36%
My highest-risk StashAway risk-index portfolio is right behind the BlackRock portfolio.
- Current Value: $15,264.66 USD
- Net Deposits: $10,782.52 USD
- Total Return: +$4,482.14 USD
- Time-Weighted Return (TWR): +97.71%
Sitting just under 98% TWR, the SRI 36% portfolio continues to capitalise on broader global equity strength and is nearing its own 100% TWR milestone.
Key Takeaways from the June 2026 Data
- A Major Milestone Achieved: Reaching +100% TWR on the BlackRock Very Aggressive portfolio is proof that patience and automated monthly deposits work over a multi-year time horizon.
- Q2 Market Tailwinds: June capped off a very strong second quarter overall. While mega-cap technology stocks took a brief breather after massive gains in April and May, strength broadened across semiconductor supply chains, AI infrastructure, and broader equity markets, keeping total returns elevated.
- Easing Macro Pressures: Lower energy prices and stabilizing inflation expectations following Middle East ceasefire developments helped support market sentiment through the close of the month.
- Consistency Over Timing: Total unrealized profits across all three portfolios now stand at +$12,944.40 USD on a cumulative deposit of $35,063.29 USD.
Final Thoughts & Referral
Entering the second half of 2026, my approach remains unchanged: stay disciplined, let the automated DCA strategy run in the background, and stay invested for the long run.
If you are thinking of starting your own automated investment journey with StashAway, you can use my referral link below to get up to RM30,000 of your assets managed for free for 6 months:
👉 Sign up for StashAway using my referral link
Disclaimer: This post is for informational and personal tracking purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.
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