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BBCWatcher

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I think the video below does a relatively good job explaining the investment-related pros and cons of buying versus renting a home. Yes, it's an oversimplified comparison and uses U.S.-oriented data. As an example of an oversimplification, the renter surely would've invested the down payment in installments as it was accumulated, not waited to amass the down payment in a bank account before investing it. But the general principles still apply here in Singapore. If anything, the higher relative taxes associated with homes (especially second homes) and the more unfavorable price-to-rent ratio here Singapore tend to favor the renter. We also often have leasehold decay complications here.

But the presenter is exactly correct, and I've emphasized the same point in this forum. The fundamental mathematical "secret" to wealth accumulation is to start saving early and to maintain a dogged, consistent, and high savings rate over the long term. Even if Saver A picks a lower yielding investment portfolio than Saver B, Saver A can still win by practicing better savings habits. Mortgages and illiquid home equity effectively enforce some good savings habits. Many people need the persuasive power of monthly mortgage bills.

In any event, if you prefer being a renter, that's very OK! The financial math is probably on your side if you take advantage of it. And you have huge flexibility including the option to zero out your housing costs in Singapore to spend 18 months working in Brussels (random example) if that'll help boost your career and earnings. Likewise, if you're a home buyer, that's OK too. Make sure the home isn't too lavish in your circumstances. For example, you probably shouldn't buy the most expensive home a mortgage lender is willing to help you buy.

 

FlyGuardX

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Thank you, BBCWatcher. Yes, I have just switched to VALU for my DCAs going forward.

For the shifting of existing holdings, will wait a bit more and will prioritise IWDA and ISAC since their expense ratio is the highest at 0.2%.

I have also obtained these info regarding whether to select tier or fixed rate pricing for the IBKR fees, and will select the appropriate rate pricing if and when I decide to switch. Thank you!

"For popular London Stock Exchange (LSE) UCITS ETFs like IWDA or ISAC (which are commonly traded by regional investors), the tipping point for switching pricing structures depends entirely on the trade size value in USD.

The amounts and thresholds break down as follows:

  • Go with Tiered Pricing if your transaction size is under approximately $9,000 USD.
  • Go with Fixed Pricing if your transaction size is between approximately $9,000 USD and $85,000 USD.
  • Go with Tiered Pricing again if your transaction size is massive, exceeding approximately $85,000 USD (because Tiered caps out its base commission at $39, whereas Fixed scales linearly at 0.05% with a higher minimum and no cap)."
are you using ibkr for VALU dca? i tried finding it on recurring investment but unable to
 
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