21 May 2021
For a beginner investor who only wants to buy VWRA, DCA every month / quarter, which broker would be most cost-effective? Also wondering if I should use Endowus instead for their 100% equities?
Consideration for endowus is due to the diversification within the advised portfolio. Also because using them for OA investment since last year.
My intention is to buy and hold long term. I am 30 years old and intend to semi retire by 55.
Please share your thoughts, thank you.
14 May 2021
POEMS offers a recurring investment plan which allows you to opt for your desired investment frequency (Daily, Weekly, Monthly or quarterly). Normal brokerage fee will be charged for each trade. With a Cash Plus Trading account, you only need to pay 0.08%, no minimum commission for SG trades and from USD 1.88 flat for US trades. There is no platform fee and we have also waived the US & HK custody fee for the year.
You may want to read this blog post on buying LSE stocks:
Investing in VWRA is adopting a passive index investing approach as it tracks the FTSE All-World Index.
Investing in Endowus advised portfolio's underlying Dimensional funds adopts a smart beta investing approach, with a value-tilt in its investment.
You don't have to choose one or another. You can allocate your capital to both.
21 May 2021
Saxo is currently waiving commission charges on all US stocks and ETFs, including VWRA, for new clie...
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