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Anonymous

16 Apr 2023

∙

Unrealised loss Endowus

Started Endowus ~3-5 years back and now in the red by 7+%. 100% equity, cash portfolio. Insufficient funds for monthly DCA (including CPF OA). Should I drawdown into fixed income for returns? Thanks

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Robin

20 Apr 2023

Administrator at SG

Not financial advice but good to read up about how different assets perform in different times.

I started learning about investment by exploring Ray Dalio's all weather portfolio and Harry Browne's permanent portfolio. So far the things that I learnt has served me well.

The Permanent Portfolio is built on the idea that while the future is unknowable, the economy fluctuates between a few known states — prosperity, recession, inflation, and deflation.

Prosperity: stocks
Recession: cash
Inflation: gold
Deflation: long term treasuries

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Tony

17 Apr 2023

Computer Engineering at Nanyang Technological university

Depends if you want to realize the losses, and how long is your investment horizon. If you don't need the fund urgently, and have the holding power, you can consider stop DCA and keep it until it recovers.

it seems the economy outlook is not that great in the 2nd half of 2023 so may be we'll see more volatility.

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CH

16 Apr 2023

General market weakness. almost all robos, advised portfolios (for retailers) are affected.

persona...

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Hi! Will be grateful if anyone can share Investing strategies using Endowus. New to the platform and uncertain about the different options/ funds/ loss tolerance to choose from. Thank you.

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