Anonymous

28 Jul 2020

∙

General Investing

1% risk mgt in a 10k account in equity is difficult to earn after fees deduction. What is a better strategy to grow this 10k apart from dca/ut/ilp/fd? Do a lump sum in growth or value stocks?

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Terence Tan

28 Jul 2020

Financial Services Consultant at Manulife Financial Advisors

Hey there!

My personal portfolio would consist of

10% fd
10% value stocks
30% growth
50% DCA into UT

Hope this help! Do contact your advisor and I’m sure he/she will be more than happy to help

Let me know should you need any further clarifications!

Cheers

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How does annual fee work? lets assume 1% annual management fee of the equity that i buy and 0.5% platform fee. If I DCA 1000 dollars for 12 months vs lump sum 12k on January. is the fee same assuming no sales charge?

What is the difference between the stashaway simple account (1.9%) and the general investing (high risk) at 36% risk index? Which platform would be better for me to park a lump sum of money at?

Given that the fees are actually high relative to a broad index fund ETF. In a general bull market where it may be better to do 2-3x lump-sum rather than DCA, and I am clear about my risk profile, what other benefits can I get out of Endowus?

Has Endowus ever perform any study, especially over the previous bear markets/crashes/recessions? Which strategy performs better over time and what are the fees' net amounts? Should I pick dollar cost average or lump sum investment?

What is the minimum investment value i should be looking into when investing with brokerage firms due to its commission fees? Also for brokerage, is it better to invest lump sum instead of monthly?