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

Tuesday, August 25, 2020

Endowus - July 2020

I recently bought Fifa20 when it was having an 80% sale at just $17.10! What a bargain. Played squad battles for 2-3 weeks and got my ultimate team to this.

Unfortunately, my PlayStation console seems to have given up on me a few days ago. I can switch it on but there's no display. The HDMI cable is fine because I can still project my laptop to the TV. So sad, the team is just starting to become decent. CZM says it is all fated, time to be a good husband and dad. I told her it is fated because PS5 is coming out. lol.

Risk Profile
Goal type: General wealth accumulation
Risk tolerance: Maximise returns (loss tolerance -60%)
Monthly investment using SRS: $740

I have modified my monthly investment in order to max out my SRS contribution for the year.

Account Summary

Capital: $7,450.00
Current: $7,455.96 (0.12%)

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.

As of 25 August 2020, the portfolio value is $7,807.23 (+4.80%).

Asset Allocation

This shows that the number of shares for each fund that I owned:
- Dimensional Global Core Equity Fund (123.4670)
- Infinity US 500 Stock Index Fund (1,391.4300)
- Dimensional Emerging Markets Large Cap Core Equity Fund (48.6990)
- Dimensional Pacific Basin Small Companies Fund (44.3970)

It will be great if they actually showed my average price vs the current market price.


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
Endowus - May 2020 - $5,797.36
Endowus - June 2020 - $6,471.66
- Endowus - July 2020 - $7,455.96

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