facebookHi. I'm a newbie in Robos. I just had my Endowus account and would like to know if it I can put 100% of my assigned CPF OA funds into "Infinity US 500 Stock Idx Fd", instead of 40% (aggressive)? - Seedly

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Anonymous

25 Apr 2020

βˆ™

SeedlyTV

Hi. I'm a newbie in Robos. I just had my Endowus account and would like to know if it I can put 100% of my assigned CPF OA funds into "Infinity US 500 Stock Idx Fd", instead of 40% (aggressive)?

Is it possible for me to go about doing this?

SeedlyTV S2E04

3

Discussion (3)

What are your thoughts?

Shengshi Chiam, CFA

Shengshi Chiam, CFA

25 Apr 2020

Level 10Β·Personal Finance Lead at Endowus

Hi Anon,

You didnt tag us, almost missed your message!

You can put your investment in a single fund, but that goes against our advised portfolio, and our workflow, so you need to email us about it.

Anyway, we strongly encourage our clients to be globally diversified in their investments, because we can never be sure if US or any market will do well in the next few years. How we try to do geographical allocation is by market capitalisation, and we do so by using the most suitable low cost fund products out there to come up with the portfolio.

Hope this helps, for your request please email us at [email protected]​​​

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Colin Lim

Colin Lim

25 Apr 2020

Level 9Β·Financial Services Consultant at Colin Lim

You need to understand your risk... I believe endowus also do risk assessment... Which result in 40% aggressive. Isit what you really want?

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For robos, you can only choose your risk tolerance which influences your portfolio allocation based ...

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