EndowUs Roboadvisor: investing using CPF

[FinalDestiny...]

Bro what your gain now?

+16.12%

 

[FinalDestiny...]

How are yr performance for those who dca? Still thinking whether to do so, i am at 5% gain since march, nt too bad siah

I think for CPF investments, not advisable to DCA too often due to fees, YMMV.

 

[dappermen]

dont wait as cpf allowed! When you create your account using the code, you will get $20 in Access Fee credit

sign 1st 4 the offfer fast by Singpass!!!!sign 1st & deposit later on PH or Weekends when u r freer! now able to invest w just 1K! (Usu u need 10k leh)
"create an Endowus account during the Qualifying Promotion Period (see below), AND (ii) the Referee has invested a minimum of $1,000 (“the Qualifying Investment”) using that newly created account before 23:59 15 June 2021."

Dont miss deadline again! Some claimed they luv freebies & free Lunch alwys!
or this if u r into ESG -
https://forums.hardwarezone.com.sg/...-robo-stocks-or.6476646/page-2#post-133798324

 

[dappermen]

All the time by stashawy or syfe-
esp when stks are ovheated and facing correction, u will see drop!

U cannot choose the weightage at all so why bother to discuss??
Anyway my endowus is diy (so i doubt they will rebalance it)

 

[s0crates]

All the time by stashawy or syfe-
esp when stks are ovheated and facing correction, u will see drop!

U cannot choose the weightage at all so why bother to discuss??
Anyway my endowus is diy (so i doubt they will rebalance it)

You may want to do a Google search

https://endowus.com/support/9000046...ance-the-portfolios-and-how-long-does-it-take

"Over time, the value of individual investments in your portfolio will move up and down and drift away from your target asset allocation. If an underlying fund drifts by more than 15% from its target allocation (i.e. a fund with a target allocation of 20% moves by +/-3%), we will send you an email to inform you. "

 

[clashroll985]

can check if cash smart and the respective investment portfolios pay dividend?

 

[dappermen]

cash smart - has nothg related to divs

the other has div but will reinvest

 

[Meliodas26]

So how are the returns so far? Superior?

 

[silverbomb]

I have existing 2 portfolios in my account with different risk levels. If I plan to fund the CPF deposit into the 2 portfolios in the coming days (in 1 single day), do I get charge fees once or twice?

 

[dappermen]

Chargeable under Each stock/pf even though under same broker/co.

it is just like i go and visit a spa: i signed up to use their services for normal massage, add on with facial plus foot massage and special massage, do u think the co. Will charge just 1price of massage by per day??? This is not a buffet.

Will be better u ask the cust svc such qns , not over here

 

[s0crates]

I have existing 2 portfolios in my account with different risk levels. If I plan to fund the CPF deposit into the 2 portfolios in the coming days (in 1 single day), do I get charge fees once or twice?

Once. The 2 goals thing is not seen as 2 transaction from the perspective of UOB kayhian and the agent bank. That splitting of investment by goal/portfolio is done by endowus. I asked before

 

[dappermen]

Ok interesting hence i mentioned gd to ask their cust svc

 

[silverbomb]

Chargeable under Each stock/pf even though under same broker/co.

it is just like i go and visit a spa: i signed up to use their services for normal massage, add on with facial plus foot massage and special massage, do u think the co. Will charge just 1price of massage by per day??? This is not a buffet.

Will be better u ask the cust svc such qns , not over here

Thanks. Asking here is more for gathering knowledge and knowledge sharing. I will check with CS accordingly if need more clarity.

 

[silverbomb]

Once. The 2 goals thing is not seen as 2 transaction from the perspective of UOB kayhian and the agent bank. That splitting of investment by goal/portfolio is done by endowus. I asked before

I see. I was thinking should be once under hay Kian. Glad to hear. Thanks

 

[dappermen]

Ok and share their ans here

 

[WoShiPro]

I'm looking to change my fund smart portfolio to 70% lion global US/Global funds 30% emerging market funds which of the below emerging funds is better? currently I'm looking to add Schroder funds + China fund with equal weight. Schroder invest in emerging market worldwide whereas FSSA invest in Asia dividend companies.

Schroder Global Emerging Markets Opportunities Fund,
FSSA Dividend Advantage Fund,
FSSA Regional China Fund.

 

[clashroll985]

whats the min investment amount? can't seem to find it on FAQ

 

[silverbomb]

whats the min investment amount? can't seem to find it on FAQ

Min will be $1000.

Check your PM

 

[VanquishShadow]

I have existing 2 portfolios in my account with different risk levels. If I plan to fund the CPF deposit into the 2 portfolios in the coming days (in 1 single day), do I get charge fees once or twice?

if both CPF deposit requests are submitted on the same day, then your CPF IS agent bank will only charge the handling fee once. (note that the handling fee appears on your CPF IS agent bank statement; won't appear in the Endowus or UOBKH statement since it is charged by the agent bank)

 

[dappermen]

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