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> Asset Allocation Investing using US ETF, Basic approach to asset Allocation ETF

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MNet
post Aug 25 2015, 09:14 PM

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64 bond
36 equity
?
TSdreamer101
post Aug 25 2015, 10:27 PM

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QUOTE(MNet @ Aug 25 2015, 06:56 AM)
Now what ur asset is equity vs bond allocation now
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QUOTE(dreamer101 @ Aug 25 2015, 09:37 AM)
MNet,

64 / 36.

Dreamer

P.S.: Please ask me the REAL QUESTION that you want to ask.
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QUOTE(MNet @ Aug 25 2015, 09:14 PM)
64 bond
36 equity
?
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MNET,

I answered as per your question.

64% Stock / 36% bond.

Dreamer
kevyeoh
post Aug 26 2015, 10:42 PM

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Hi dreamer,

thanks for the sharing. For the 5/25, it is your own personal rule is it or is it based on general rule of thumb? i did not come across any article mention about this 5/25 rule...

Anyway, for asset that is 20% of portfolio, can you elaborate why 5/25 is the same number?
i am not putting 20/80 allocation so i will never have this issue but just wondering why you mention it is the same number.

thanks.

QUOTE(dreamer101 @ Aug 24 2015, 09:55 PM)
Folks,

I do both.

1) I re-balance once a year.

2) I may re-balance if the movement is too large.  I do 5/25 band re-balancing.

    5 -> If the asset went up or down more than 5% of the allocation.  For example, from 35% to 40%

    25 -> If the asset went up or down more than 25%.

    Please note that for every asset, only either 5 or 25 applies...

    For asset that is 20% of the portfolio, both 5/25 is the same number.

    For asset that is less than 20%, 25% rule applies

    For asset greater than 20%, 5% rule will hit first.

Dreamer
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TSdreamer101
post Aug 26 2015, 11:42 PM

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QUOTE(kevyeoh @ Aug 26 2015, 10:42 PM)
Hi dreamer,

thanks for the sharing. For the 5/25, it is your own personal rule is it or is it based on general rule of thumb? i did not come across any article mention about this 5/25 rule...

Anyway, for asset that is 20% of portfolio, can you elaborate why 5/25 is the same number?
i am not putting 20/80 allocation so i will never have this issue but just wondering why you mention it is the same number.

thanks.
*
kevyeoh,

It is a general rule. It is called band based re-balancing... Most people do calendar based re-balancing or band base or both.

http://whitecoatinvestor.com/rebalancing-the-525-rule/

If you have 20% of A and it went up by 25%, 20% X 1.25 = 25%. A had went up from 20% of your portfolio to 25% of your portfolio. It is basic math. It is approximately the same.

Dreamer

This post has been edited by dreamer101: Aug 26 2015, 11:43 PM
MNet
post Sep 6 2015, 10:13 AM

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ETFs are supposed to—and generally do—trade in lockstep with the stocks they own, with very little tracking error. Yet when the S&P 500 fell as much as 5.3% in the opening minutes of trading, the $65 billion iShares Core S&P 500 ETF (ticker:IVV) fell as much as 26%, some 20 percentage points below its fair value. Disorderly trading affected big ETFs from every major provider: The $18 billion Vanguard Dividend Appreciation ETF (VIG) and the $12 billion SPDR S&P Dividend (SDY) plunged 38% apiece, while the PowerShares S&P 500 Low Volatility ETF (SPLV) fell as much as 46% before clawing back an hour after markets opened.
wodenus
post Sep 6 2015, 10:21 AM

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QUOTE(MNet @ Sep 6 2015, 10:13 AM)
ETFs are supposed to—and generally do—trade in lockstep with the stocks they own, with very little tracking error. Yet when the S&P 500 fell as much as 5.3% in the opening minutes of trading, the $65 billion iShares Core S&P 500 ETF (ticker:IVV) fell as much as 26%, some 20 percentage points below its fair value. Disorderly trading affected big ETFs from every major provider: The $18 billion Vanguard Dividend Appreciation ETF (VIG) and the $12 billion SPDR S&P Dividend (SDY) plunged 38% apiece, while the PowerShares S&P 500 Low Volatility ETF (SPLV) fell as much as 46% before clawing back an hour after markets opened.
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So what's your point, that there was a mistracking that lasted a few minutes? that happens all the time.. but in the long term it tracks quite well.

endau02
post Dec 6 2016, 05:53 PM

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http://www.stockbrokers.com/compare?broker...ng+tradestation
This should be good for some of u guys.. the list may not be exhaustive, but should be good enough.
yehlai
post Mar 31 2017, 01:28 AM

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Think I should sell all my shares and buy US ETF?

This post has been edited by yehlai: Mar 31 2017, 01:28 AM
MNet
post Mar 31 2017, 08:09 PM

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QUOTE(yehlai @ Mar 31 2017, 01:28 AM)
Think I should sell all my shares and buy US ETF?
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Its depend on what is the value of MY share.
if less than 10k then its waste.
yehlai
post Mar 31 2017, 10:36 PM

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QUOTE(MNet @ Mar 31 2017, 08:09 PM)
Its depend on what is the value of MY share.
if less than 10k then its waste.
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Why less than 10k will be waste? It's actually euro
Ramjade
post Mar 31 2017, 10:54 PM

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QUOTE(yehlai @ Mar 31 2017, 10:36 PM)
Why less than 10k will be waste? It's actually euro
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No. Why?
If you are comfortable with your holdings, why switch?

Unless you want your holdings to follow benchmark.

This post has been edited by Ramjade: Mar 31 2017, 11:08 PM
yehlai
post Apr 1 2017, 12:51 AM

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QUOTE(Ramjade @ Mar 31 2017, 10:54 PM)
No. Why?
If you are comfortable with your holdings, why switch?

Unless you want your holdings to follow benchmark.
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My holding are all O&G share.. don't feel price sustainable
kl98
post Dec 2 2017, 12:43 AM

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After selling the etf and upon repatriation of funds from the US what sort of taxes are due to the Malaysian IRS that Malaysian citizens will be subject to? Above what amount will alarm be flagged to BNM? Will any issues arise from that flag?( Assume of course all money is legitimately earned in Malaysia before sending to the US to invest in the first place.)
mygarage88
post May 27 2018, 01:27 PM

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Hi, Im newbie in TD Ameritrade. Hope sifu can help me out here.

1. I found that the brokerage fees with US account and SG account are slightly different (US acc cheaper). Are we as malaysian compulsory to trade with SG account?

2. What;s the charges of ETF if trading with them, cant find ETF fees.

3. First time funding fees are refundable?

4. is it a good time to enter US? looking at our MYR. having dilemma to go or not to go .. tongue.gif

5. do TDA has the robo thingy?

Thanks ya
MNet
post May 27 2018, 04:09 PM

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robo only open for US citizen not to MY citizen

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