Tal Sian Ashby ATF Leigh & Tal Ashby Family Trust
An additional option to add simplicity, personal preference, to setting up auto investing. The ability to auto invest a set amount of money into certain shares only, regardless of targets and weightings (just invest a set amount into certain shares). For example:
  • a direct deposit of $1000 into auto invest occurs each month
  • on the scheduled day each month, 50% of the monies available goes toward buying VAS and 25% toward buying VGS, and 25% toward buying AFI
  • the cash balance left over from the purchases remains in auto invest / primary cash
February 19, 2023