facebookHow do people estimate how much to invest in one counter and also per transaction? Do you set aside different investment amounts for each category, like stocks, REITs, ETFs, etc? - Seedly

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Anonymous

01 Mar 2020

General Investing

How do people estimate how much to invest in one counter and also per transaction? Do you set aside different investment amounts for each category, like stocks, REITs, ETFs, etc?

I would like to invest but what considerations do you have when thinking of how much to invest in a particular counter, assuming your portfolio is zero now - no investments yet. For now, I’m just thinking about the commission charges, if I divide it out, each transaction minimally has to be at least about $8k for it to be “worth it”. Is this one way how you guys estimate how much to put into each counter and transaction too? And what other ways?

Discussion (11)

What are your thoughts?

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As long as my transaction fees is less than 1% I m good.
As I do DCA, so I have to use brokerage like SCB or FSMOne that charge lower fees.
The stocks ETF and REITS basically are equities. So I lump them into same category and they are about 75% in my portfolio. The rest are bond.

No, predefined asset allocation is the most important parameter.

With, just examples, TD Ameritrade or Charles Schwab

account & commission fees are 0.00 USD already ...​​​

Lim Boon Tat

17 Oct 2019

Mathematics at Cambridge University

Many have given fairly detailed answers explaining their thinking behind it. I'm suggesting you stu...

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