Saturday, June 5, 2021

Endowus Performance June

I did not inject any funds this month as I wanted to allocate a small portion into Cryptocurrencies. There was certainly a huge dose of FOMO there and the prices of the coins dropped soon after I bought. Well, it is just a small allocation or experiment and we will see how it goes on that one. I will continue with my DCA into Endowus from next month. Despite the inflation fears plaguing the market, the S&P 500 is still close to its all time high as the economy and the jobs market are showing signs of recovery. Certainly, one should be grateful when the market is giving good returns and not be overly depressed when the market is throwing its periodic tantrums.  The trick is always to be broadly diversified in low cost funds and to stay the course. 


                                                         Endowus Overall Performance 



                                                           Returns (Net of all fees)


                    Below are the performances of the various portfolios:



 




Below is the breakdown of the funds in the various portfolios:

Portofolio

Asset Allocation

Funds

CPF

 

 

 

 


All 100% Equities

·      LionGlobal Infinity US 500 Stock Index Fund

·      LionGlobal Infinity Global Stock Index Fund

·      Schroder Global Emerging Markets Opportunities Fund

·      FSSA Dividend Advantage Fund

 

SRS

·      Dimensional Global Core Equity Fund

·      LionGlobal Infinity US 500 Stock Index Fund

·      Dimensional Emerging Markets Large Cap Core Equity Fund

·      Dimensional Emerging Markets Large Cap Core Equity Fund

Core (Cash)

Satelite (Cash)

·      Aberdeen Standard SICAV I – China A Share Equity Fund

·      Schroder ISF Greater China Fund

·      FSSA Regional China Fund


Please DYODD.

Stay safe and carry on investing!

Till the next time,
Jay







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