May 14 2020, 02:15 PM
QUOTE(svchia78 @ May 14 2020, 01:59 PM)
Seems to be "yes" according to replies here. No personal experience yet.
But then would that not throw all the DCA efforts all these while back to square one? Interesting.....
And the same happens again and again whenever portfolio is re-optimized?
Not much explanation in SA's information page as to what happens to already-purchased assets after re-optimisation.
yes, in theory SA will sell and re-purchase again (like your entire portofolio). As a big chunk of the ETF selections has been changed, this is sort of "reset" button. But then would that not throw all the DCA efforts all these while back to square one? Interesting.....
And the same happens again and again whenever portfolio is re-optimized?Not much explanation in SA's information page as to what happens to already-purchased assets after re-optimisation.
Some users have different experience where for instance if same ETF but increase/reduction in weightage, it was completely sold off and repurchased again at the new price whereas some only did re-balancing. So it's difficult to tell what happens behind the scenes - that is up to SA discretion I suppose as they will have to manage their transaction fees.
If you been consistently DCA'ing till now, you would have earned somewhat on the forex (USD/MYR has been upward trend). Only for those that entered the market in Dec-Jan would be facing the lower end of the return spectrum and depending on their timing of their deposits.
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