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My Endowus Plan - Apr update

 

If you're new, you can click on the SRS tag to see my past posts.

Anyway, time for Apr updates.

SRS

With the recent dip (again), I've done my 4th transaction for 2022. The amount is split between Dimensional Global Core and Emerging Markets Large Cap.

  • Jan: $3,060
  • Feb: $3,060 
  • Mar: $3,060
  • Apr: $2,000
Instead of going in with another tranch of $3,060, leaving myself one last $3,060 bullet (and mind me, this is just Apr. We've plenty of months till end 2022), I decided to enter in with $2,000.

This leaves me with $4120 left from my $15,300 pool. I'd still have room for 2 (or more) transactions this year. As I mentioned previously, I may have been too hasty in splitting up $15,300 SRS contribution to 5 transactions. I didn't know I'd enter so quickly haha. Because it seems that every month, there are dips to enter ðŸ˜­

Amount pumped: $21,181 (back in 2021, I've pumped $10,001)
Results: -3.76%

CPF OA investment

In Apr, I've made 3 transactions from my CPF OA via Endowus to buy into Lion Global Infinity US 500 Stock Index Fund.

  • $1,000 on 18 Apr. Processed on 20 Apr
  • $2,000 on 25 Apr. Processed on 27 Apr
  • $2,000 on 27 Apr. Pending processing
Each transaction has fees of $2.68.

Amount pumped: $13,021.44
Results: 0.93%

Overall: -1.87%

Although I login to my Endowus account nearly everyday, I have so far been feeling numb about the rise and fall since these are my long-term investment portfolio. Will just ride the waves and enter the market when opportunities arise. 

Endowus Referral

If you are keen to embark on Endowus using your SRS, CPF OA or even cash, you may wish to use my link to enjoy $20 in Access Fee credit (equivalent to $10,000 advised free, assuming Access Fee of 0.40%).

https://endowus.com/invite?code=FUKYD

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