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EndowUs Roboadvisor: investing using CPF

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s0crates

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ducky_88 said:
Is it the right time to buy S&P500?
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The S&P 500 have had its run of extended period of losses. If you are just going to buy sp500 with its huge big tech exposure you may be in for a wild ride.

Not that I don't have sp500 funds, just that I have other funds to help pull up the performance.

Still waiting for dimensional funds to be available on cpf ....
 
twosix

twosix

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s0crates said:
The S&P 500 have had its run of extended period of losses. If you are just going to buy sp500 with its huge big tech exposure you may be in for a wild ride.

Not that I don't have sp500 funds, just that I have other funds to help pull up the performance.

Still waiting for dimensional funds to be available on cpf ....
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huh? s&P500 has risen so much this year already. Sep usually is a beating up month. Drop a bit, but overall for 2021 is still a big increase.

gKvfRKa.png
 
ducky_88

ducky_88

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it seems that S&P 500 is peak at this period and I think it won't be going down anytime soon. Hope the gurus can provide more analysis
 
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s0crates

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twosix said:
huh? s&P500 has risen so much this year already. Sep usually is a beating up month. Drop a bit, but overall for 2021 is still a big increase.

gKvfRKa.png
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I am talking about historically, sp500 have extended period of underperformance. It's just generally better to diversify properly across geographies rather than just being in sp500.
 
twosix

twosix

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s0crates said:
I am talking about historically, sp500 have extended period of underperformance. It's just generally better to diversify properly across geographies rather than just being in sp500.
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noted. but i dun think it is underperforming. it all depends on ur reference point. eg. compared to STI, it is a bull run.
 
twosix

twosix

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Haha... Depends on your reference point as ive stated. Everything is relative.

As long as it meets your investment goals and is happy with the returns.
 
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GrandJedi

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Endowus Cash Smart Ultra returns are turning negative... which fund inside this portfolio is the main cause of it? Can someone share? Thanks.
 
WoShiPro

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GrandJedi said:
Endowus Cash Smart Ultra returns are turning negative... which fund inside this portfolio is the main cause of it? Can someone share? Thanks.
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Should be the nikko am shenton sgd income fund.. from Fsm ytd -4%+

The other funds also hold significant china exposure. Together with EverGrande news china bonds has drop alot. My returns is only 0.3% compared to 1.3% few weeks before..
 
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GolferZzAxis

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YouHeypiCanLiao said:
how does this compare to EndowUS Robo 100% equity
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If you are talking about cash/srs:

Endowus's core advised portfolios mainly uses Dimensional Funds and tilts towards small and value caps. The portfolio also has EM + Pac Basin exposure to offset developed markets (mainly US since the core portfolio also contained S&P500)

Lion Global Infinity Stock Index Fund only has exposure to large and mid-caps in developed markets.
 
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lancer6238

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My CPFIS account with UOB just got approved yesterday, and I just linked it to my Endowus account today. Do I need to wait for a few days before creating the investment goal with Endowus? If so, how long should I wait, or will Endowus email me to inform me that the account is successfully linked?
 
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dappermen

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