facebookNew to endowus. Which portfolio would you recommend? Have about $10,000 from srs to invest in it. Thank you for your advice. - Seedly

Anonymous

Edited 07 Jan 2022

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Robo-Advisors

New to endowus. Which portfolio would you recommend? Have about $10,000 from srs to invest in it. Thank you for your advice.

Will appreciate your sharing of endowus investing journey so far :)

Discussion (10)

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Hi there,

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Personally I have been with Endowus for about 2 years now. I have both a CPF and SRS account with them started about a year apart.

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CPF - 80% Equities 20% Bonds / SRS 100% ESG Funds.

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My personal experience with them is highly positive and I have recommended them to my spouse, colleagues, and friends. Needless to say, results have been positive and customer service is relatively good.

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As with other passive investments into Robo-advisers, I highly recommend a DCA approach.

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So results wise, I am pretty happy. CPF funds investment has AIRR as 12% and for SRS - ESG about 10%. Again, these results should factor how the last 2 years have black swan events and low interest rates.

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Hope you have a pleasant experience with Endowus as I have. Cheers!

Good choice to select the platform. Where to invest is a big question, yet I would like to recommend you to think about it when and how. As always, timing is one of the key for higher return. I do differentiate the timing of investment (e.g. every month by $1000 to 60% Stock: 40% fixed income base fund) using my SRS balance.

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I read from the Endowus website that their Annualised Internal Rate of Return is in the range of -0....

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