EndowUs Roboadvisor: investing using CPF

[andies]

how come my total investment portfolio on endowus value is different from the amount reported in my DBS SRS account - (UOB Kay Hian balance)?

The SRS balance reported 7k less and I didnt make any changes to my portfolio :/

 

[bearkia]

how come my total investment portfolio on endowus value is different from the amount reported in my DBS SRS account - (UOB Kay Hian balance)?

The SRS balance reported 7k less and I didnt make any changes to my portfolio :/

The amount shown in DBS SRS account for Endowus is the amount invested. I don't think it includes any profit / loss when invested via Endowus.

 

[investpedia2019]

Modified goal on 30 March, Endowus sold LionGlobal Infinity Global Stock Index Fund on 31 March and bought Amundi Index MSCI World Fund on 6 April.

 

[andies]

Yah doesn't tally with the invested amount

 

[shortbirdlonghair]

Changes to their flagship portfolio coming. Any thoughts? Can see the new underlying holdings on their website already. I don't get how they choose between iShares and Amundi. For cash/SRS, they even split US into 2 funds!

https://endowus.com/flagship

 

[s0crates]

Changes to their flagship portfolio coming. Any thoughts? Can see the new underlying holdings on their website already. I don't get how they choose between iShares and Amundi. For cash/SRS, they even split US into 2 funds!

https://endowus.com/flagship

They have quite a few webinars recently with amundi, blackrock and with just themselves to discuss this. It is nice to hear the fund managers answer our questions on the index funds.

This part on synthethic replication also quite useful. Makes me wonder whether I should hunt for synthetics to reduce DWT even for my cash investments. But as they say dont make perfect the enemy of good.

 

[Youmigratecanotherscant]

So what is the total cost of the amundi USA prime fund on srs. So I will put 15.3k in srs


tbe advantage of endowus is that I can dca through endowus is it?

 

[decibel.]

Amundi vs Dimensional which is better?

 

[CaptainWu]

So what is the total cost of the amundi USA prime fund on srs. So I will put 15.3k in srs

https://endowus.com/investment-funds-list/amundi-prime-usa-fund-LU2420246055#fundInformation check the fee yourself and if you invested with SRS then its 0.3% extra for single fund

tbe advantage of endowus is that I can dca through endowus is it?

If you are talking about Prime USA its exclusive for Endowus and probably the lowest cost fund in the market on SP500 Index.

 

[CaptainWu]

Amundi vs Dimensional which is better?

Just go to Endowus to compare the funds you would like to subscribe as both selling on Endowus where you can find the comparison listing on performance. Expenses ratio surely Amundi is lower.

 

[RedsYWNA]

Just go to Endowus to compare the funds you would like to subscribe as both selling on Endowus where you can find the comparison listing on performance. Expenses ratio surely Amundi is lower.

If u believe the markets are generally efficient over the long run, just choose the lowest exp ratio funds

 

[kkcheng77]

Hi, I am looking at my CPF-OA dashboard and wants to know if investing thru Endowus is from which category fund? eg. Amundi usa prime
Professionally managed products or stocks?

 

[s0crates]

Hi, I am looking at my CPF-OA dashboard and wants to know if investing thru Endowus is from which category fund? eg. Amundi usa prime
Professionally managed products or stocks?

100%, professionally managed products. Stocks here refer strictly to SGX equities/single stocks.

 

[mata_hippo]

i just setup an endowus account to link to my SRS to buy amundi world, gonna do a bi-weekly DCA after the initial

when will the initial 1k be deducted from my SRS account?

 

[JetStorm]

Takes about 1 week from Srs account to reflect into Endowus.