TD 爭取降低手續費回覆 - 投資

Barb Cronin avatar
By Barb Cronin
at 2019-05-17T21:03

Table of Contents

※ 引述《Demagog0402 (laugher wins)》之銘言:


小弟是加入TD約三年的小戶投資客,目前習慣4次/年定期定額投入
前兩天也寫了信給TD爭取降低手續費,目前收到官方回應如下,不曉得小弟理解是否有誤?

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Good evening XXX-XXX,

Thank you for writing and allowing me to assist you today. I appreciate your
request to reduce your commission fee and am happy to see what we may be able
to do.

So that I may provide the best information to the Risk Management team can
you please let me know if you hold any additional outside assets or trading
activity to be considered? I do see that we have received your recent wire
in of funds which I will mention in my request as well.

=> 請問這一段是否TD客服想確認 若降低手續費後我是否會有額外的買賣規劃?
我應該怎麼回比較洽當?

In regards to the Commission Free ETFs, while Vanguard may not be available I
am happy to say that on June 2, 2019 we will be going from 308 ETFs to 569
available, with 21 new providers. I hope that you received the announcement
email on May 6th, we are very excited to provide this.

=> 印象中新增的幾檔沒有Vanguard, 我目前的投資以VTI/VEU/VWO為主

XXX-XXX, if you would reply to this email I will submit the request
promptly on your behalf. I look forward to hearing from you.


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All Comments

Olive avatar
By Olive
at 2019-05-18T21:14
基本上跟客服說你目前還有多少資金打算匯入TD,以及交易頻
率是否增加,客服評估後會給你結果。目前爭取到的是3.95

POCT可以長期持有嗎?

Connor avatar
By Connor
at 2019-05-17T11:54
POCT是一隻美股的ETF,追蹤的是Sandamp;P 500 Price Return Index, 基本上POCT的振幅略小於Sandamp;P500. (漲得比較小,跌也跌得比較小) 有兩個地方我不太懂 1. buffer 15% loss 2. 每年重置一次 請問有人研究過這隻嗎?可以長期持有嗎? ...

Re: 比綠角更簡單有效的指數投資法?

Anthony avatar
By Anthony
at 2019-05-15T20:53
綠角資產配置的觀點,可以參考他網誌 http://greenhornfinancefootnote.blogspot.com/2008/07/1asset-allocation-in-essencedetermine.html?m=1 2007年四個區域市值30:30:25:15 新興市場占25%,亞太占1 ...

Re: 比綠角更簡單有效的指數投資法?

Hardy avatar
By Hardy
at 2019-05-15T09:50
※ 引述《jyhchyunlu (jyhchyunlu)》之銘言: : 基本上延續上篇推文討論 : 我發現幾個認知歧異點,整理一下 : 1. 綠角對於單一國家股票市場選用指標指數etf的原因 : (1) 我的認知:因為使用指標指數etf可以盡可能貼近市場報酬(市值加權),低費用可 以 : ...

Re: 比綠角更簡單有效的指數投資法?

Zora avatar
By Zora
at 2019-05-15T05:28
基本上延續上篇推文討論 我發現幾個認知歧異點,整理一下 1. 綠角對於單一國家股票市場選用指標指數etf的原因 (1) 我的認知:因為使用指標指數etf可以盡可能貼近市場報酬(市值加權),低費用可以 降低追蹤誤差,是輔因,追求市場報酬才是目標,所以在合理的取得條件 ...

Re: 比綠角更簡單有效的指數投資法?

David avatar
By David
at 2019-05-12T00:36
※ 引述《jimmy781126 (111111)》之銘言: : 標題: Re: 比綠角更簡單有效的指數投資法? : 時間: Sat May 11 18:57:58 2019 : : 大家晚安 : : 筆者認為綠角的的做法 明顯不符合最原始的投資組合理論 : : 簡單來說 : : 在報酬率期望值 跟標準差的二 ...