Starting next year onwards, I plan to increase my monthly investment to $3000 per month, and I'm looking to DCA approx $500 every month to each of the following: MBH/ES3/VWRA (or IWDA). Is this a good strategy, will it overlap with my SA robo? Any other recommendations since I will have another $500 spare? Thank you!
21 Dec 2020
Hi lovegood, thanks for your interest in Syfe! You may also consider Syfe's Equity100 portfolio. For one, it is built on a smart beta approach that tilts towards growth, large-cap, and low volatility factors. As such, it contains ETFs like the Invesco QQQ, S&P 500 UCITS ETF, iShares MSCI EAFE ETF and more.
To optimize the Equity100 portfolio for better risk-adjusted returns over the long term, we will also dynamically manage the factors our customers are exposed to based on broader cyclical trends.
You can also DCA into the Equity100 portfolio with small amounts each time. Your funds will be used to purchase a diversified selection of ETFs, and you need not pay any brokerage fees.
For more personalised recommendations, please feel free to speak with our friendly wealth experts for a complimentary consultation!
When it comes to DCA, two key considerations are
1) low cost
You really don't need anything more than IWDA which fulfills the above 2 criterias, for cash investment.
Unless you have SRS, then endowus or StashAway is the right tool to get exposure in S&P
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