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

Monday, October 19, 2020

Endowus - September 2020

Guess where we went for a staycation? It has been a long time since Piglet and Donald went out! lol. 

It's Andaz Singapore! Shall blog about it separately if I have the time.

Anyway, Endowus recently launched a new product/portfolio called Fund Smart for existing investors which allows an investor to decide and select what he/she wants for his/her portfolio - Endowus Fund Smart Review.

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: $8,930.00
Current: $9,124.13 (2.18%)

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 19 October 2020, the portfolio value is $9,366.61 (+4.89%).

Asset Allocation

This shows that the number of shares for each fund that I owned:
- Dimensional Global Core Equity Fund (147.3060)
- Infinity US 500 Stock Index Fund (1,658.9600)
- Dimensional Emerging Markets Large Cap Core Equity Fund (59.3370)
- Dimensional Pacific Basin Small Companies Fund (51.1090)

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. On a side note, StocksCafe does not has the ability to track funds, hence unable to do any form of comparison/benchmark.

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
Endowus - August 2020 - $8,588.83
- Endowus - September 2020 - $9,124.13

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