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 couple of extra transactions into Endowus

SRS

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 break up between Dimensional International Core and Rising Markets Massive 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’ve got seen the more severe but. This taught me to think about 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 International Infinity US 500 Inventory Index Fund. I hoped to enter on the lowest worth, however as a result of lag time in Endowus transaction, I missed it. 

Quantity pumped: $8k

Outcomes: 4.18% 

Total: 0.85%

Though I login to my Endowus account practically on a regular basis, I’ve thus far been feeling numb in regards to 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

If you’re eager to embark on Endowus utilizing your SRS, CPF OA and even money, you could want to use my hyperlink to get pleasure from $20 in Entry Charge credit score (equal to $10,000 suggested free, assuming Entry Charge of 0.40%).

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