I have yet to look into it but with an increase in salary which I blogged about here – Portfolio – April 2020, I will probably need to increase my SRS contribution for tax optimization.

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


Account Summary


Capital: $5,250.00
Current: $4,849.67 (-14.60%)

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 (261.5790) owned. It will be great if they actually showed my average price vs the current market price.

Transactions


Bought 13.6090 shares of Dimensional World Equity Fund @ $18.37!

That’s all! Overall, I think the statement

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