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Investment StashAway Malaysia, Multi-Region ETF at your fingertips!

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Klawo
post May 15 2019, 10:37 AM

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Hi, just registered for SA recently and have a few questions:

1) I read that DCA is better than one time lump sum. In this case, assuming i have rm500 a month to spend, better to do a DAILY DCA or Weekly DCA?

2) i register last week and so far the transaction is still "in progress" so i cant really experiment yet. Would like to understand how does adjusting of risk work? does that means if i reduce from 36% to 20% , if the portfolio does not have the same stock/bond/equity then it will SELL and then BUY the new stock/bond/equity?
Klawo
post May 16 2019, 11:57 AM

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can i confirm if i set up 3 different risk profile then change all to the same %, it will all the same stocks?

example: List A is 36%, List B is 20%, list C is 6.5%. Change both List B and List C to 36%.

Will my List A, List B and List C have the same same exact same stock?

Klawo
post May 16 2019, 12:06 PM

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QUOTE(ViktorJ @ May 16 2019, 11:59 AM)
Yeah, all will be the same.
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QUOTE(honsiong @ May 16 2019, 11:59 AM)
Yes. You can ask for them to consolidate into 1 portfolio to allow them to rebalance better. Otherwise all portfolios will have higher tracking errors if you don’t deposit into them often enough.
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Thank you for reply. for now i got 3 portfolio at 36%, 20%, 6.5% just to experiment. Will DCA small amount weekly.

Erm...When should i adjust my risk?

 

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