Invest
Endowus – March 2020
By KPO and CZM  •  April 21, 2020
Besides buying aggressively on our own portfolio - Portfolio - March 2020, I have also made additional contributions ($250 on 12 March and $500 on 18 March) to both Endowus and StashAway. I was even considering investing my CPF OA using Endowus but before a decision was made, the market has sort of recovered and I dropped the idea. Let's see how that goes.

Risk Profile
Goal type: General wealth accumulation
Risk tolerance: Maximise returns (loss tolerance -60%)
Monthly investment using SRS: $250


Account Summary


Capital: $5,000.00
Current: $4,153.50 (-22.84%)

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.

Asset Allocation


This shows that the number of Dimensional World Equity Fund units (247.9700) owned. It...
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By KPO and CZM
I am Ong and my fiancee (Chan Zui Mao a.k.a CMZ) calls me a Kiam Pok (i.e. stingy/thrifty depending on how you look at it). Hence, the nickname KPO (Kiam Pok Ong). We have decided to name the blog KPO because I have proposed to CMZ successfully and she is officially a KPO too. The purpose of the blog is to list down all the money-saving tips, our investment/journey to financial freedom and to document my life with CZM.
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