I have yet to look into it but with an increase in salary which I blogged about here - Portfolio - April 2020, I will probably need to increase my SRS contribution for tax optimization.
Risk Profile
Goal type: General wealth accumulation
Risk tolerance: Maximise returns (loss tolerance -60%)
Account Summary
Capital: $5,250.00
Current: $4,849.67 (-14.60%)
There are quite a few differences as compared to StashAway. Firstly, all the cash has 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 shows that the number of Dimensional World Equity Fund units (261.5790) owned. It will be great if they actually showed my average price vs the current market price.
Transactions
Bought 13.6090 shares of Dimensional World Equity Fund @ $18.37!
That's all! Overall, I think the statement is pretty straightforward and easy to read.
If you are interested in Endowus, do use our 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
- Endowus - February 2020 - $3,704.57
- Endowus - March 2020 - $4,153.50
- Endowus - April 2020 - $4,849.67
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.)
Risk Profile
Goal type: General wealth accumulation
Risk tolerance: Maximise returns (loss tolerance -60%)
Monthly investment using SRS: $250
Account Summary
Current: $4,849.67 (-14.60%)
There are quite a few differences as compared to StashAway. Firstly, all the cash has 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 shows that the number of Dimensional World Equity Fund units (261.5790) owned. It will be great if they actually showed my average price vs the current market price.
Transactions
Bought 13.6090 shares of Dimensional World Equity Fund @ $18.37!
That's all! Overall, I think the statement is pretty straightforward and easy to read.
If you are interested in Endowus, do use our 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
- Endowus - February 2020 - $3,704.57
- Endowus - March 2020 - $4,153.50
- Endowus - April 2020 - $4,849.67
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.)
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