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Joey Koh

03 Aug 2023

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General Investing

DCA Strategy (Endowus S&P 500) - Does it really work? (7 months in) Total invested (End-Jul): $3139 Value (End-Jul): $3548 Simple return (value / cost): 13.3% (~$418)

Monthly buys of $150 (+ ad-hoc investments depending on situation). Very small now but that's the point of DCA.

Now the portfolio seems to be fuss-free and low-cost, and so I don't have much complaints about Endowus. I chose this because it also allows me to invest CPF OA monies (if I wanted to).

Will post on a monthly basis, sort of as a testament of "why DCA works". Join me on my journey!

Any and all questions welcome!

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Francis

01 Sep 2023

Thanks for sharing and it validate what I have been doing too.

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Michael Tjahjono

03 Aug 2023

Oh nvm read it wrongly, by end of july you have put in 3139 sgd worth of money and the portfolio is 3548 sgd.

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Michael Tjahjono

03 Aug 2023

You might have a typo on the Total invested (End-Jan) not (End-Jul). Otherwise thanks for sharing!...

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