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Anonymous
Hi all! recently started working after graduating and had decided to set aside 700/mth for investments.
had purchased 1 lot for each local bank stocks (DBS, UOB and OCBC) and now I am contemplating if I should lump sum every quarter to deposit into my IBKR to purchase CSPX / SWRD / VWRA or would it better if i set up a recurring investment for vwra monthly for the amt i had set aside?
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Buying quaterly to save on fees is also ok if you investment horizon is long
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I DCA my monthly salary into vwra then lump sum my bonus.
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Personally, I DCA into S&P 500 at small amount as I feel all the US stocks are overvalued currently but the bull run may persist for a few months or even few years before the market correction.
Thus, I will keep more cash on hand to do lump sum when the market correction happens.
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Karen
05 Jan 2025
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If your monthly reinvestment amount is low, can consider to lump sum invest to save on fees...
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I would prefer to invest monthly on a regular basis.