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If you are playing for the long haul, limit orders do not matter. Place a buy once per month for 1/12th of your commitment, and forget about it.

For fees sure - see what fees are lowest for you (ETF vs Mutual fund). Last time I did the math for me, mutual funds ended up giving me more money in my pocket at the end of 10 years, because of no trading fees. I think if you reach a certain point in 1 purchase (100k??) ETF wins. Maybe the optimal strategy is to use a mutal fund, then when that fund hits 100k - sell it all off and put in an ETF for a lower yearly fee. Have not done the math when the exact right place to do this is, would be curious. But I know if you are doing small 400-2000 buys per month, ETF fees add up as a % of the price.

For other references on ETF downsides see http://www.investopedia.com/articles/mutualfund/07/etf_downs...




You should not be paying ETF trading fees. And the bid-ask spread is quite small for most popular ones.


Where are you getting ETFs with no fee and no rate increase? And how would company offering said investment pay the staff?


Trading Vanguard ETFs in your vanguard brokerage account is free, because the underlying fees go to them.


Both Fidelity and Vanguard brokerages offer a wide selection of ETFs with no trading fees.

What do you mean by rate increases?

Vanguard brokerage is funded by its ETF expense ratios; Fidelity by kickbacks from ETF ER as well as subsidized by other products they sell.

But I'm also confused why you suggest doing 400-2000 buys per month. That seems very high to me for a long-term retirement portfolio.


Schwab has a bunch as well, not just schwab based ones.




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