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However, I won't be doing it monthly, as my monthly OA increment is only about $100 due to payment of hdb loan. I can only invest during bonus months.
Will endowus dimensional funds overlap with my current investment?
Thank you!
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Tan Choong Hwee
Edited 22 Jan 2022
Solutions Specialist at Providend
Dimensioal funds are also investing in world equities, their different funds have different allocations to different markets. There would be overlap with your VWRA and QQQM. In fact, there would be overlap between your VWRA and QQQM. So, just work on your overall portfolio allocation and decide which Dimensional funds you want to invest.
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Dimensional funds are not available using cpf.
but let's say they are available for cpf, depending on the funds you choose, the top holdings are similar with vwra (apple, microsoft, amazon, fb, google, united health).
please also take note of bank charges and holding fees for cpfis. it is about $2+GST per transaction and $2+GST per fund per quarter. So fees will be proprotional higher for small amounts.
hope this helps.