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Anonymous
Anyone tried OCBC Roboinvest?
Anyone tried OCBC Roboinvest?
What are the Pros and cons compared to buying stocks or etf myself instead using these portfolios?
Also comparing to other robo advisors out there, is there any advice?
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Me. Have about $31k in it.
Cons is that it is slightly more expensive than others like stashaway, kristal.ai etc.
Pros for me is that
1) easy to transfer from OCBC360 to buying the portfolios.
2) thematic. For example, if this week China market tanks, you can take opportunity by buyng into a thematic portfolio that is 100% into china ETFs. This is not possible with say Dbs digiportfolio where they buy across several Asia regions (if you choose Asian portfolio).
Not only thematic in terms of country, but also country+ sector. Example, thematic portfolios that has US bank stocks.
3) rebalancing. Yes other platforms offer this as well but what is unique about ocbc is that they will ask you first about their plans to rebalance your portfolio. You can then choose to agree or deny this proposal.