facebookAny thoughts on Syfe's new REITs portfolio? - Seedly

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Anonymous

07 Apr 2020

Robo-Advisors

Any thoughts on Syfe's new REITs portfolio?

Pros and Cons? Which Robo is the best?

Post Merged

This post is no longer accepting new comments because it has been merged with What are the REITs in Syfe’s REIT+ portfolio?

Discussion (6)

Generally Syfe sounds interesting, the fee of 0.40% per year O.K. and the ETF approach very sound for investors scarce of time to DIY. It should however be looked into well, that all the ETFs contained in Syfe's portfolios are not ETFs (like allowed in Europe as opposed to the U.S.) that buy the single stocks as SWAPs but physically to exclude the associated counterpart-risk. Also ETNs and leveraged products should be avoided by the manager. Besides the 0.40%/year fee there should not be other relevant fees.

Maybe some others would share their real world experiences?​​​

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I been putting my money in Syfe Global portfolio since Jul'19 and it's doing well so I felt pretty comfortable putting more money into their new REITs portfolio when it was announced.

Here's what I think are the pros/cons

Pros:

Relatively low fees for the value they provide

No need to monitor / self managed

Can DCA like $100-$1000 a month easily

Don't have to follow up with rights issues - they will subscribe for you and pass on the benefits

Dividends can auto reinvest

Auto rebalancing - no need to ownself headache if need to rebalance portfolio or not etc

Cons:

Not available for SRS yet

REIT holdings can't be held in own CDP account

Cannot opt of the bonds part

To me it's always price is what you pay, value is what you get. Value is more important than price. (Of course the potential gains as well which I think Syfe will deliver for me on this)

I think its better to DIY reits...

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