64 bond
36 equity
?
Asset Allocation Investing using US ETF, Basic approach to asset Allocation ETF
Asset Allocation Investing using US ETF, Basic approach to asset Allocation ETF
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Aug 25 2015, 09:14 PM
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All Stars
11,954 posts Joined: May 2007 |
64 bond
36 equity ? |
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Aug 25 2015, 10:27 PM
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Elite
15,855 posts Joined: Jan 2003 |
QUOTE(MNet @ Aug 25 2015, 06:56 AM) QUOTE(dreamer101 @ Aug 25 2015, 09:37 AM) QUOTE(MNet @ Aug 25 2015, 09:14 PM) MNET,I answered as per your question. 64% Stock / 36% bond. Dreamer |
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Aug 26 2015, 10:42 PM
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Senior Member
4,717 posts Joined: Jan 2003 |
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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Aug 26 2015, 11:42 PM
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Elite
15,855 posts Joined: Jan 2003 |
QUOTE(kevyeoh @ Aug 26 2015, 10:42 PM) Hi dreamer, kevyeoh,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. 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 |
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Sep 6 2015, 10:13 AM
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All Stars
11,954 posts Joined: May 2007 |
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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Sep 6 2015, 10:21 AM
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All Stars
14,990 posts Joined: Jan 2003 |
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. 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. |
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Dec 6 2016, 05:53 PM
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Senior Member
3,180 posts Joined: Jun 2009 From: Borlänge |
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. |
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Mar 31 2017, 01:28 AM
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Senior Member
4,539 posts Joined: Feb 2006 From: LocOmoT|oN.L0co|oti0N |
Think I should sell all my shares and buy US ETF?
This post has been edited by yehlai: Mar 31 2017, 01:28 AM |
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Mar 31 2017, 08:09 PM
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All Stars
11,954 posts Joined: May 2007 |
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Mar 31 2017, 10:36 PM
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Senior Member
4,539 posts Joined: Feb 2006 From: LocOmoT|oN.L0co|oti0N |
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Mar 31 2017, 10:54 PM
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All Stars
24,333 posts Joined: Feb 2011 |
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Apr 1 2017, 12:51 AM
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Senior Member
4,539 posts Joined: Feb 2006 From: LocOmoT|oN.L0co|oti0N |
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Dec 2 2017, 12:43 AM
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Junior Member
58 posts Joined: Aug 2008 |
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.)
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May 27 2018, 01:27 PM
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Junior Member
189 posts Joined: Feb 2010 |
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 |
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May 27 2018, 04:09 PM
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All Stars
11,954 posts Joined: May 2007 |
robo only open for US citizen not to MY citizen
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