I blogged about Investing CPF OA Through Endowus at the start of the month and you will be able to see it reflected in some of the screenshot below.
Risk Profile
Goal type: General wealth accumulation
Risk tolerance: Maximise returns (loss tolerance -60%)
Monthly investment using SRS: $638
I have modified my monthly investment in order to max out my SRS contribution for the year.
Account Summary
Capital: $14,340.00
Current: $17,325.44 (20.89%)
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.
As of 12 June 2021, the portfolio value is $27,663.79. The return shown in percentage is just a simple return (P&L divided by capital) and with the $10k investment from CPF OA, it dropped significantly compared to the previous month....