My Endowus Plan – March Replace


Again in Jan, I blogged about my SRS Recreation plan through Endowus right here.

Up to date my Feb transaction within the blogpost right here.

Now that it is Mar, I am glad to report a number of extra transactions into Endowus


That is my third transaction for 2022. Entered due to the autumn in tech inventory costs and omninous indicators of recession coming + stagflation. The quantity is cut up between Dimensional World Core and Rising Markets Giant Cap.

  • Jan: $3,060
  • Feb: $3,060 
  • Mar: $3,060

I am solely left with 2 extra tranches of $3,060 this 12 months to finish my $15,300 SRS contribution for tax reduction. Appears a bit too hasty since I dont suppose we have now seen the more severe but. This taught me to contemplate splitting my SRS entry into 12 transactions for 2023 – shopping for as soon as each month!

Quantity pumped: $19,181

Outcomes: -0.53%

CPF OA funding

I additionally made two $2k separate transactions from my CPF OA through Endowus to purchase into Lion World Infinity US 500 Inventory Index Fund. I hoped to enter on the lowest value, however because of lag time in Endowus transaction, I missed it. 

Quantity pumped: $8k

Outcomes: 4.18% 

General: 0.85%

Though I login to my Endowus account practically on a regular basis, I’ve to this point been feeling numb concerning the rise and fall since these are my long-term funding portfolio. Will simply trip the waves and enter the market when alternatives come up. 

Endowus Referral

In case you are eager to embark on Endowus utilizing your SRS, CPF OA and even money, you might want to use my hyperlink to take pleasure in $20 in Entry Charge credit score (equal to $10,000 suggested free, assuming Entry Charge of 0.40%).