Happy 牛 Year Everyone! Wishing all the readers lots of wealth, happiness and stay healthy! Endowus is running a CNY promotion and it is for the last 2 days (until 14 February). I will recommend using this opportunity to invest through Endowus if you have been sitting on the fence because the minimum sum is too high (it has been reduced significantly, more information below).
Risk Profile
Goal type: General wealth accumulation
Risk tolerance: Maximise returns (loss tolerance -60%)
Capital: $11,788.00
Current: $13,080.35 (11.00%)
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 12 February 2021, the portfolio value is $13,813.06 (+17.22%).
Risk tolerance: Maximise returns (loss tolerance -60%)
Monthly investment using SRS: $638
I have modified my monthly investment in order to max out my SRS contribution for the year.
Account Summary
Current: $13,080.35 (11.00%)
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 12 February 2021, the portfolio value is $13,813.06 (+17.22%).
Asset Allocation
This shows that the number of shares for each fund that I owned:
- Dimensional Global Core Equity Fund (187.0010)
- Infinity US 500 Stock Index Fund (2,208.0500)
- Dimensional Emerging Markets Large Cap Core Equity Fund (70.2910)
- Dimensional Pacific Basin Small Companies Fund (68.4890)
It will be great if they actually showed my average price vs the current market price.
Transactions
- Dimensional Global Core Equity Fund (187.0010)
- Infinity US 500 Stock Index Fund (2,208.0500)
- Dimensional Emerging Markets Large Cap Core Equity Fund (70.2910)
- Dimensional Pacific Basin Small Companies Fund (68.4890)
It will be great if they actually showed my average price vs the current market price.
Transactions
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.
Speaking of which, Endowus has finally launched a mobile app:
Android: https://play.google.com/store/apps/details?id=com.endowus.mobileapp
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.)
Oh. Endowus is running a pretty attractive CNY promotion - lowering of the minimum investment amount to just $888! Huat ah!
To kickoff the Chinese New Year and to help people invest better from the start of the year, we will be running the following initiatives:
1. For the entire February, we are lowering our minimum investment amount from $10,000 to $888
2. From 1 - 14 February, we have a sign-up bonus for new clients from $20 to $28
1. For the entire February, we are lowering our minimum investment amount from $10,000 to $888
2. From 1 - 14 February, we have a sign-up bonus for new clients from $20 to $28
To be eligible for the $28 sign-up bonus, the prospective clients have to:
1. Be a new Endowus client
2. Create an account between 1 to 14 February (leave an email and password on our website) using a referral or affiliate link
3. Fund their account with $888 before 28 February
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! $28 if you fulfill the above conditions.
1. Be a new Endowus client
2. Create an account between 1 to 14 February (leave an email and password on our website) using a referral or affiliate link
3. Fund their account with $888 before 28 February
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! $28 if you fulfill the above conditions.
You might be interested in the previous monthly update too:
- Endowus - December 2020 - $12,466.20
- Endowus - January 2021 - $13,080.35
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