$$$ KPO and CZM $$$: Endowus - January 2020

Saturday, March 14, 2020

Endowus - January 2020

I did a review on Endowus CPF/SRS Review last year after they made investment using CPF/SRS possible. Long story short, in order to optimize my income tax after my promotion and salary increment, I will be maxing my SRS contribution and will be investing them through Endowus and StashAway.

Similar to how I have been doing for StashAway, will be sharing screenshots of Endowus statement.

Risk Profile
Goal type: General wealth accumulation
Risk tolerance: Maximise returns (loss tolerance -60%)

Account Summary

Capital: $3,750.00
Current: $3,692.02

There are quite a few differences as compared to StashAway. Firstly, all the cash have been invested while StashAway keeps 1% of the portfolio in cash. Secondly, the fees are not deducted on a monthly basis. The Access Fee charged by Endowus will be deducted at the end of each quarter as stated in their FAQ.

Asset Allocation

This just shows that the number of Dimensional World Equity Fund units (172.6050) owned. It will be great if they actually showed my average price vs the current market price.


Bought 11.4890 shares of Dimensional World Equity Fund @ $21.76!

That's all! Overall, I think the statement is pretty straightforward and easy to read.

Anyway, Endowus has reached out and offered a masked referral link for our readers! You will get S$10,000 managed free for 6 months ($20 equivalent) and we will get $20 too!

You might be interested in previous months update too:
Endowus CPF/SRS Review
- Endowus - January 2020 - $3,692.02

Do like any of the following for the latest update/post!
1. FB Page - KPO and CZM
2. Twitter - KPO and CZM
3. Click here to subscribe using email :)
4. Instagram - KPO_and_CZM (Did you see those delicious food photos to the right --> Unfortunately, you can't see it on mobile.)

No comments:

Post a Comment