TD 爭取降低手續費回覆 - 投資

Wallis avatar
By Wallis
at 2019-05-18T10:15

Table of Contents

※ 引述《lunchkuo (RC)》之銘言:

TD官方的效率很迅速,兩天內就有了結果,運氣很好沒有被刁難,這邊提供給版友參考

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Good evening XXX-XXX,

I wanted to follow up and let you know that my request to review your account
and receive a negotiated commission has been completed. You have been
approved at this time for the following:
Equity Web and IVR Rate: 3.95
Equity Broker Rate: 32.00
Option Ticket 1: 3.95
Contracts: 0.50/contract
Exercise: 17.00
No Load Mutual Funds: 17.00


: ※ 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?
: ----
: 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投資規劃?
: 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

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 ...