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Anonymous

08 Mar 2022

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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?

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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.

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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.

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