Welcome back to my monthly portfolio update. It’s March 2026 now, and after a solid start to the year in January, February has kept the momentum going—albeit with a bit more “character” in the market swings.
As a reminder, I have several portfolios within StashAway, but I’ve chosen to share these specific three with you because they are my oldest accounts. They provide the longest “track record” of how StashAway’s algorithms and BlackRock’s strategies handle different market cycles over the years.
Here is the breakdown of how these three portfolios performed through February 2026.
Portfolio Summary (as of 1 March 2026)
| Portfolio | Net Deposits (USD) | Current Value (USD) | Total Returns (USD) | Time-Weighted Return (TWR) |
|---|---|---|---|---|
| General – SRI 16% (May 2022) | $12,151.96 | $15,947.31 | +$3,795.35 | +42.95% |
| BlackRock – Very Aggressive (Sept 2022) | $9,873.27 | $13,630.65 | +$3,757.38 | +86.17% |
| General – SRI 36% (Oct 2022) | $9,654.75 | $13,577.17 | +$3,922.42 | +90.55% |
February Analysis: Trends & Insights
Stability in the 2022-05 SRI 16%
The 2022-05 SRI 16% portfolio is the “grandfather” of the group, started back in May 2022. While its 42.95% return looks lower compared to the more aggressive portfolios, it has the highest value of the three ($15,947.31). This portfolio is designed for lower volatility, and in a month like February—where we saw some intra-month dips—it stayed remarkably steady, providing a psychological cushion when the aggressive charts started looking like a roller coaster.
The BlackRock Aggressive Edge
My 2022-09 BR Very Aggressive portfolio is trailing the SRI 36% only by a hair, sitting at 86.17%. In February, we saw some tech-heavy volatility, but the diversification within the BlackRock model helped it recover quickly toward the end of the month. It’s fascinating to see how this 100% equity model tracks against the SRI 36%—they often dance together, but the SRI 36% currently holds a slight lead in efficiency.
SRI 36% Sprints Past the 90% Mark
The 2022-10 SRI 36% portfolio continues to be the star performer in terms of percentage gains. This month, it officially crossed the 90% TWR threshold. Since its inception in late 2022, it has effectively doubled the “paper” value of the initial strategy. This portfolio’s high exposure to growth equities benefited significantly from the market’s resilience in the face of fluctuating interest rate expectations this month.
Comparison to January 2026
Compared to January, February felt a bit more “top-heavy.” While January was a smooth ride up, February tested our patience with a few red days in the middle of the month before finishing strong.
- Total Value Growth: Across these three portfolios, the total value has increased as they continue to capture the long-term upward trend of the global markets.
- Volatility: The gap between the “high-risk” (SRI 36% / BlackRock) and “balanced” (SRI 16%) widened slightly this month, showing that risk is being rewarded in the current environment.
A Word for Fellow Investors
If you’re looking at these numbers and wondering if you “missed the boat” because the markets are at all-time highs, remember this:
“The stock market is a device for transferring money from the impatient to the patient.” — Warren Buffett
It’s easy to celebrate when the TWR is at 90%, but these portfolios lived through the gloom of 2022 and the uncertainty of 2023. The secret isn’t being a genius; it’s simply not leaving. Whether you are starting with a small amount or managed a large sum, the goal is the same: stay consistent, keep your eye on the 5–10 year horizon, and let the math do the heavy lifting.
If you haven’t started yet, don’t wait for the “perfect” dip—it might never come. If you’re ready to get some skin in the game and want to support this blog, you can use my StashAway referral link to get started: https://ecgan.com/referrals/stashaway/
Keep growing!
