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What your view about putting money into SPY every month and only holding SPY

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Old 12-02-2020, 10:36 AM   #31
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In order to be underweight in US you have to overweight somewhere else... what do you propose to overweight in this case?

For me, I don’t have a good answer.. and for that reason I would not recommend any investor go below 50% US.

If you compare industries of companies in the US vs rest of the world, technology is the stand out. So without US, you end up heavily underweight in technology from a global standpoint. Therefore, if you are going limit your exposure to 20% US, I would recommend choosing a sector specific ETF focused 100% on technology.
You misunderstand. I'm not under weighting US, I'm overweighting it.

I'm saying that with a global portfolio (including US) as base, overweighting some more US (by means of a S&P etf) seems to be acceptable.

It is comparable to how some decide to buy IWDA instead of VWRA.
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Old 12-02-2020, 01:01 PM   #32
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What's wrong with VWRA or IWDA alone?
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Old 12-02-2020, 01:28 PM   #33
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What's wrong with VWRA or IWDA alone?
Nothing. But the original question was about S&P, so if someone does want to mix S&P with a VWRA (for eg.), I'm saying that in small amounts, it doesn't overweight US any more than choosing IWDA would (for eg.)
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Old 12-02-2020, 04:37 PM   #34
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Nothing. But the original question was about S&P, so if someone does want to mix S&P with a VWRA (for eg.), I'm saying that in small amounts, it doesn't overweight US any more than choosing IWDA would (for eg.)
Oh, you are saying one should be 20/80 in US/non-US if already owning something like IWDA that has a good chunk of US already. That would depend how much IWDA is as a percent of your total.

I always look at my exposure in totality across everything (top down). So if I own something like IWDA, I will break it down by % US/Europe/Japan and then combine that with any other holdings so that I can see the total exposure across all investments.
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Old 17-02-2020, 05:10 PM   #35
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Market crash means for STI probably will fall by >35% in Singapore. Your 7% upside to date will be too little buffer to cushion the crash fall.
And it will take another 5 years or more after the crash to recover your losses, so end up 10 years later profits negligible if you are buying in past 4 years till now?

Let's wait and see
Aiyoh dont be wet blanket can? I only do dca with whatever money i can spare...

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