複委託單筆以及幣別選擇 - 投資
By Hazel
at 2020-11-15T14:36
at 2020-11-15T14:36
Table of Contents
大家好,
在下是美股ETF新手,爬文後研究了綠角大的文章,深覺投資美股ETF是可以讓資金長期停
泊的方式,但有些觀念不知是否正確,想請教板上先進
因為想做長期投資,參考綠角大文章發現
若時間拉長,單筆投資表現並不輸給定期定額,所以想用富邦複委託(台股都用富邦,就
不想再開其他帳戶了),
考慮手續費費用,一年只買1次,股8成債2成,規劃是:
QQQ 買40萬,VOO 買40萬,TLT 買20萬,
隔年做再平衡後,繼續投入100萬,如此每年重複操作,
預計現在35歲開始投資到65歲,其中30年都每年投入100萬不領出,累積到65歲,滾出的
市值作為退休金,
請問這樣的做法,有需要改善的嗎?還是有我沒有考慮到的地方呢?
另外,再請教版友,複委託建議用台幣還是美金呢?
第一次發文,謝謝各位指教~
--
在下是美股ETF新手,爬文後研究了綠角大的文章,深覺投資美股ETF是可以讓資金長期停
泊的方式,但有些觀念不知是否正確,想請教板上先進
因為想做長期投資,參考綠角大文章發現
若時間拉長,單筆投資表現並不輸給定期定額,所以想用富邦複委託(台股都用富邦,就
不想再開其他帳戶了),
考慮手續費費用,一年只買1次,股8成債2成,規劃是:
QQQ 買40萬,VOO 買40萬,TLT 買20萬,
隔年做再平衡後,繼續投入100萬,如此每年重複操作,
預計現在35歲開始投資到65歲,其中30年都每年投入100萬不領出,累積到65歲,滾出的
市值作為退休金,
請問這樣的做法,有需要改善的嗎?還是有我沒有考慮到的地方呢?
另外,再請教版友,複委託建議用台幣還是美金呢?
第一次發文,謝謝各位指教~
--
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