Abalast Version 1.0
Objectives
- Performance difference between monthly investment interval vs annual investment interval.
- Can we offset high transaction costs and miscellanous fees to invest in Exchange traded funds because of its low expense ratio compared to majority of the mutual funds in singapore.
- The amount of Transaction and Expense Cost incurred for a given period based on period data.
- Investigate whether there is a certain “tipping point” where expense cost will out weigh transaction cost advantage when comparing investing choices such as Exchange traded funds vs mutual funds.
Completed
- MSCI World Data Input
- Total Value after transaction and expense for a given period
- Nominal and real difference between accummulation using monthly contribution vs annual contribution.
To-Do
- Factor in selling cost
- Factor in 30% withholding tax
- currency conversion cost.
Related posts:
- Brief Tutorial
- Download Abalast Version 1.0
- [FAQ] Expense Ratios
- The case for UOB United International Fund
- Good Article on Unit Trust Hidden Costs
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