tag:blogger.com,1999:blog-401742767867047481.post1760305881380927241..comments2024-03-28T18:36:46.828+08:00Comments on $$$ KPO and CZM $$$: Effects of Fees on Returns - StashAway vs Smartly vs AutoWealthCZMhttp://www.blogger.com/profile/02040796250676928758noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-401742767867047481.post-11048217639611693302017-11-08T09:24:40.626+08:002017-11-08T09:24:40.626+08:00Hi myles,
I am guessing you are referring to the ...Hi myles,<br /><br />I am guessing you are referring to the expense ratio for each and individual ETF. That is applicable for all ETF and is transparent to us. Even STI ETF has it too.KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-78634020585073394592017-11-07T15:10:48.471+08:002017-11-07T15:10:48.471+08:00Hello thanks for the analysis! SA also has a 0.15 ...Hello thanks for the analysis! SA also has a 0.15 to 0.25 pct in fees for ETFs. This is also a push factor =) myleshttps://www.blogger.com/profile/12935991755292561558noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-26819723416938146492017-08-24T18:48:32.320+08:002017-08-24T18:48:32.320+08:00Hi foolish chameleon,
You are right! No way to kn...Hi foolish chameleon,<br /><br />You are right! No way to know/measure. <br /><br />I know he's doing it! So far I have only seen both of us putting our monies in or blogging about it. Anyway, let him test the water for everyone. Hahahaha.KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-14908451429985014262017-08-24T10:00:03.434+08:002017-08-24T10:00:03.434+08:00ahh, thanks for that KPO.
i guess the results is ...ahh, thanks for that KPO. <br />i guess the results is not unexpected. <br /><br />no one knows for sure what their returns will be; past performance is not a measure of future returns.<br /><br />i guess the only way is to plonk down $X in each of the platform. <br />blogger Finance Smith has both account in SA and S. something you can compare with. foolish chameleonhttps://www.blogger.com/profile/05964116916697053495noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-62536367328101597142017-08-23T20:12:06.024+08:002017-08-23T20:12:06.024+08:00Hi Miru,
Thanks for sharing your experience here!...Hi Miru,<br /><br />Thanks for sharing your experience here! One thing I really like about SA is the partial unit feature as well. Unfortunately, I did not take FX into account. It would be a lot more complicated to do that. lol.<br /><br />Based on my own experience, SA has been pretty responsive and the onboarding process was pretty smooth. KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-70546765734065004592017-08-23T20:05:50.753+08:002017-08-23T20:05:50.753+08:00Hi Kevin,
Thanks for pointing that out! I totally...Hi Kevin,<br /><br />Thanks for pointing that out! I totally missed it digging high and low in their FAQ and blog, turns out it was stated in the main page @_@KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-23958089080913445672017-08-23T14:13:27.175+08:002017-08-23T14:13:27.175+08:00Hi KPO. Thanks for working on the numbers!
Do you...Hi KPO. Thanks for working on the numbers!<br /><br />Do you consider another cost factor: the forex conversion fee. StashAway: 0.1%. Auto-wealth: 0.5%. Smartly: no reply from their customer service. How will this affect the total cost?<br /><br /><br />My other findings from poking around SA & AW:<br />* AW portfolio is very simple (close to Bogleheads) whereas SA has wider ETF in their miru:otokohttps://www.blogger.com/profile/05085150189875150720noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-9611097097597862972017-08-23T07:58:31.230+08:002017-08-23T07:58:31.230+08:00Hi KPO!
Nice to see more and more attention on r...Hi KPO! <br /><br />Nice to see more and more attention on robo-advisors. Smartly uses "Harry Markowitz Modern Portfolio Theory to minimize the risk of your investments." It's listed on their website main page ;)<br /><br />KevinTIhttps://www.blogger.com/profile/03411364233161075380noreply@blogger.com