Monday, 12 August 2019

Lump Sum Investing

What is a lump sum investment?

Definition of 'Lumpsum' Definition: A lump sum amount is defined as a single complete sum of money. A lump sum investment is of the entire amount at one go. For example, if an investor is willing to invest the entire amount available with him in a mutual fund, it will refer to as lump sum mutual fund investment.


Who is most likely to advise that you do lump sum investing? 

FAs. No?


Unlikely your close friend or relatives who are active investors themselves won't dare to suggest that you go and do lump sum investing?


Why they don't?






5 comments:

  1. Dreaming of lump sum investing on hindsight

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  2. Hmm hyflux pref. How many invest lump sum on advice from RM (FA)?

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  3. Continue to put in CPF considered as lump sum?

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    Replies
    1. Did anyone know any FA advise to top up CPF as lump sum saving for retirement?

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    2. Only those who are on fixed fees or salary, and not dependent on sales commissions or sales bonuses will tell you that ;)

      Annual contribution or top-up to CPF can be treated as regular savings plan into the longterm AAA bond portion of your portfolio.

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