Advertisement

Bryan Chua

27 Dec 2021

∙

I'm a Syfe user and have been investing in Equity100 and REITS+. Should I be considering the custom/thematic portfolios at all?

I have 2 portfolios in Syfe, and then the custom and thematic portfolios came along. I haven't explored it, but just wondering if it's advisable to move funds from existing portfolios to those OR start investing in additional portfolios. Will i be diluting or overdiversifying? Should I just remain status quo? I'm a beginner, and only have around 10k in total in Syfe. Thank you!

1

Discussion (1)

What are your thoughts?

Learn how to style your text

Tan Choong Hwee

28 Dec 2021

Investor/Trader at Home

You should set your overall core satellite portfolio allocation first. How much (%) you want to allocate to your core portfolio, and which theme/region/asset and how much (%) you want to invest in your satellite portfolio (if you believe in some of them).

Syfe Equity100 is globally diversified, so you can treat it like your core portfolio. Syfe REIT+ is considered a satellite portfolio focusing on S-REIT. The other custom/thematic are all satellite portfolios, and whether you want to invest in them depends on whether you believe the themes.

Reply

Save

Write your thoughts

Related Posts

What would be a wise move to make? I am currently only putting money into DBS RSP Nikko AM ETF for my investment portfolio and I’m thinking of investing some in Syfe’s Equity100 and REITS+

Is it better to spread out my investments across the different Syfe portfolios? For a beginner investor with $100 per portfolio (reits+, equity100, global) per month, or focus just on equity100 for growth?

Would you recommend investing in both Syfe's Core Balanced and Equity100 portfolios? I'm thinking of investing the same amount in the 2 portfolios using the dollar cost average strategy.

I'm invested in REIT+, would it be better to invest in Equity100 or the new Core portfolio?

Hi! I’m on my mid 30s with $300k in cash and investment: $50k in Syfe (REITs+ and Core Equity100) $57k in StashAway $22k in Chinese and US Equities $15k in crypto $150k savings Am I under invested?

Related Posts

What would be a wise move to make? I am currently only putting money into DBS RSP Nikko AM ETF for my investment portfolio and I’m thinking of investing some in Syfe’s Equity100 and REITS+

Is it better to spread out my investments across the different Syfe portfolios? For a beginner investor with $100 per portfolio (reits+, equity100, global) per month, or focus just on equity100 for growth?

Would you recommend investing in both Syfe's Core Balanced and Equity100 portfolios? I'm thinking of investing the same amount in the 2 portfolios using the dollar cost average strategy.

I'm invested in REIT+, would it be better to invest in Equity100 or the new Core portfolio?

Hi! I’m on my mid 30s with $300k in cash and investment: $50k in Syfe (REITs+ and Core Equity100) $57k in StashAway $22k in Chinese and US Equities $15k in crypto $150k savings Am I under invested?

Advertisement