UOBAM Invest Cash+ Xtra 4.7% p.a Return | Should You Invest?

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  • เผยแพร่เมื่อ 22 พ.ค. 2024
  • The following is a sponsored ad and created in partnership with UOB Asset Management. All views and opinions expressed here are my own’s objective and professional opinions.
    Sign up to UOBAM Invest (free S$10) kvli.link/uobaminvest
    0:00 - Intro
    1:16 - Cash+ Xtra holdings
    6:22 - Fees
    6:42 - Who is suitable to invest?
    7:40 - Step by step guide
    8:28 - Sign up rewards
    *None of this is meant to be construed as investment advice. It's for entertainment purposes only. Links above include affiliate commission or referrals. I'm part of an affiliate network and I receive compensation from partnering websites. *

ความคิดเห็น • 27

  • @KelvinLearnsInvesting
    @KelvinLearnsInvesting  27 วันที่ผ่านมา +2

    Sign up to UOBAM Invest (free S$10) kvli.link/uobaminvest

  • @matthewlim3225
    @matthewlim3225 25 วันที่ผ่านมา +1

    Very good and clear presentation.

  • @martinho7818
    @martinho7818 26 วันที่ผ่านมา

    is there fluctuation risk to the invested capital?

  • @judithyue971
    @judithyue971 8 วันที่ผ่านมา

    they mention there is a anuual management fees but i seem not able to find any info about it. is this really just 0.05% advise fees ( quaterly)

  • @TheDividendUncle
    @TheDividendUncle 27 วันที่ผ่านมา

    Hey Kelvin, thanks for that! More attractive than Endowus? Can I also check why 7:36 shows a maximum drawdown of -3.37% but 3:17 shows a maximum drawdown of -2.6% for the slightly riskier fund?

    • @KelvinLearnsInvesting
      @KelvinLearnsInvesting  26 วันที่ผ่านมา

      Ah, it has to do with the allocation. The portfolio drawdown is reduced cos the other fund didn't have that big of a drawdown.

  • @shawnchiu5847
    @shawnchiu5847 26 วันที่ผ่านมา +1

    Hi Kelvin, does that means that whatever amount i invested, i will get 4.7% daily? The return will reflect daily in my account?

    • @KelvinLearnsInvesting
      @KelvinLearnsInvesting  26 วันที่ผ่านมา

      The 4.7% is a projected yield based on historical returns, so if you invest now, you may get a different yield. It's an annual yield, not daily.

  • @samuelmuck4256
    @samuelmuck4256 25 วันที่ผ่านมา +1

    Hi Kelvin, How long does it take for the funds to be invested?

    • @KelvinLearnsInvesting
      @KelvinLearnsInvesting  25 วันที่ผ่านมา

      1-3 business days!

    • @samuelmuck4256
      @samuelmuck4256 22 วันที่ผ่านมา

      @@KelvinLearnsInvesting ohhh ok. do you know when the orders will appear after deposit?

  • @meiw.7310
    @meiw.7310 19 วันที่ผ่านมา

    Hi Kevin, how much is the annual management fee? Any reason why it is not mentioned on the video?

    • @KelvinLearnsInvesting
      @KelvinLearnsInvesting  19 วันที่ผ่านมา

      I mentioned at 6:23

    • @meiw.7310
      @meiw.7310 19 วันที่ผ่านมา

      Oh Kevin, aside from advisory fee of 0.05%, there is also an annual management fee according the CashExtra info sheet.
      Thanks for your comprehensive explanation about this portfolio nonetheless.

    • @KelvinLearnsInvesting
      @KelvinLearnsInvesting  19 วันที่ผ่านมา

      Can u link the infosheet here?

  • @colinquekking9033
    @colinquekking9033 26 วันที่ผ่านมา

    0.05% advisory fee, then the funds themselves charge any fees as well? or its a flat 0.05% ?

    • @KelvinLearnsInvesting
      @KelvinLearnsInvesting  26 วันที่ผ่านมา

      There's fund level fee as mentioned in the video

    • @judithyue971
      @judithyue971 8 วันที่ผ่านมา

      @@KelvinLearnsInvesting what is fund level ? is this the same as annual management fees. why they hide the info ai yio

  • @applered91
    @applered91 27 วันที่ผ่านมา

    why i cant find it on my UOB app?

  • @InvestingEducation
    @InvestingEducation 27 วันที่ผ่านมา +2

    Is 4.7% after fees ?

  • @superconnie5003
    @superconnie5003 27 วันที่ผ่านมา

    Why not just buy DBS stocks?

    • @kelvinkelvin8026
      @kelvinkelvin8026 27 วันที่ผ่านมา +3

      It is because this video is sponsored by UOB

    • @MrRazorteeth
      @MrRazorteeth 27 วันที่ผ่านมา

      There's still a risk of drop in shares price

    • @KelvinLearnsInvesting
      @KelvinLearnsInvesting  26 วันที่ผ่านมา

      Different investment horizon, different needs, different instruments.

    • @superconnie5003
      @superconnie5003 26 วันที่ผ่านมา

      @@MrRazorteeth UOBBAM also can drop.