Advertisement

Anonymous

08 Mar 2022

∙

With regards to the factors portfolio by Endowus, isn't diversification achieved through the different factors, does it still make sense to invest in 4 equity funds when you can just invest in 1/2?

Referring to https://endowus.com/insights/launch-endowus-fac...

For a pure equity portfolio, why not just invest in:

Global Core Equity Fund + Emerging Markets Sustainability Core Equities Fund
Or even in World Equity Fund only using Fundsmart?

3

Discussion (3)

What are your thoughts?

Learn how to style your text

Robin

10 Mar 2022

Administrator at SG

TBH, I will just go with Moneyowl's 100% equities portfolio fuss free. They will allocate about 88% to Dimensional global core equity fund and 12% to Dimensional emerging market fund. Total fees will be 0.6% (First 100k) + 0.25 to 0.27% fund level fees = about 0.86% fees per annum.

comment

Reply

Save

View 2 replies

Write your thoughts

Related Posts

I'm currently using StashAway and Syfe as my Robos/passive investment (most aggressive portfolios) and exposure to ETFs. Does it still make sense to use DBS Invest-Saver?

Which portfolio is suitable for a retiree with low risk tolerance? Would a 20/80 or 100% bonds portfolio make sense given the lower returns and fees charged by Endowus is the same as a 100% Equities?

In this forum, there are topics around diversification of assets and passive investing. Do you think it makes sense to invest in both CPF OA & SRS in Endowus?

I currently have a 80/20 portfolio with Endowus for long-term investing. Should I also open a 100% bond portfolio if I need the funds in the short term (3.5 - 4 years)?

For a young investor say in his mid-20s with about $50K to invest, which portfolio construction strategy makes more sense? Assuming emergency funds .etc are covered for already.

Related Products

Endowus

4.7

658 Reviews

Endowus Cash Investments Portfolio

Equities, Bonds

INSTRUMENTS

0.25% to 0.60%

ANNUAL MANAGEMENT FEE

$1,000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web and Mobile App

PLATFORMS

Related Posts

I'm currently using StashAway and Syfe as my Robos/passive investment (most aggressive portfolios) and exposure to ETFs. Does it still make sense to use DBS Invest-Saver?

Which portfolio is suitable for a retiree with low risk tolerance? Would a 20/80 or 100% bonds portfolio make sense given the lower returns and fees charged by Endowus is the same as a 100% Equities?

In this forum, there are topics around diversification of assets and passive investing. Do you think it makes sense to invest in both CPF OA & SRS in Endowus?

I currently have a 80/20 portfolio with Endowus for long-term investing. Should I also open a 100% bond portfolio if I need the funds in the short term (3.5 - 4 years)?

For a young investor say in his mid-20s with about $50K to invest, which portfolio construction strategy makes more sense? Assuming emergency funds .etc are covered for already.

Advertisement