Anonymous
Opinion on Mutual Fund, ETF, Roboadvisor
I am seeking opinion on whether to invest in
(i) Mutual Fund
(ii) Exchange Traded Fund
(iii) Roboadvisor
for my long term portfolio.
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thefrugalstudent
18 Jul 2021
Founder at thefrugalstudent.com
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Never: mutual funds (terrible annual fees 1-2.5 %, often underperformance over longterm (several years) compared to own given index, check pdf fund factsheets to see these truths).
always: well diversified large and low fees physically replicated accumulating passive stock ETFs
(like ticker ISAC)
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- Robo is good for beginner. Low barrier of entry, no need to have any knoweldge, basically just put...
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Hi Anon,
Minimise fees but put in some work (open broker account, place trades): ETFs.
Average fees but little work (open account, choose portfolio): Robos.
High fees but no work (FA/bank rep settle everything for you): MF/UT.
Personally, I choose ETFs because minimise fees = minimise loss. No one can guarantee your investment returns, so you do what you can by minimising losses.
Hope this helps & all the best!
Regards, thefrugalstudent