要將基金換成ETF嗎? - 投資

By Damian
at 2018-03-19T21:22
at 2018-03-19T21:22
Table of Contents
從95年開始定期定額投資3檔基金,
每檔每月5000元~10000元,
99年又加入3檔,
101年因購屋要付房貸就停扣了4檔,
只有2檔持續扣款到現在(富蘭克林坦柏頓成長、富達歐洲),
如今整體報酬率還不錯,
平均約37%
但因銀行有保管費,
長期算起來也不少,
想要改到Firstade 開戶,
投資VT,
不知道是要贖回基金全投入ETF,
還是把基金留著不贖回,
改為每季投資3000鎂VT呢?
基金若贖回,
可以多投資幾檔ETF,
若不贖回就只能投資一檔VT.
煩請板上大大給予一些建議,感恩。
https://i.imgur.com/f01e7BN.jpg
--
每檔每月5000元~10000元,
99年又加入3檔,
101年因購屋要付房貸就停扣了4檔,
只有2檔持續扣款到現在(富蘭克林坦柏頓成長、富達歐洲),
如今整體報酬率還不錯,
平均約37%
但因銀行有保管費,
長期算起來也不少,
想要改到Firstade 開戶,
投資VT,
不知道是要贖回基金全投入ETF,
還是把基金留著不贖回,
改為每季投資3000鎂VT呢?
基金若贖回,
可以多投資幾檔ETF,
若不贖回就只能投資一檔VT.
煩請板上大大給予一些建議,感恩。
https://i.imgur.com/f01e7BN.jpg
--
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