Can someone help explain how syfe time weighted return work? cause the time weighted return is positive while my portfolio return is negative. eg. +10% time weighted, -$100 portfolio return.

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30 Jan 2022

TWR just looks at your investment return without considering cash flows (ie new deposits, withdrawals). Whereas money weighted return factors in the component of the size & timing of cashflows.

https://www.betterment.com/resources/betterment...

https://www.investopedia.com/terms/t/time-weigh...

https://www.investopedia.com/terms/m/money-weig...

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1M45

29 Jan 2022

Syfe portfolio benchmark on MSCI world index. I would say +10% time weighted would be on par with owning a world index ETF.

https://www.syfe.com/equity100

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1M45

Edited 29 Jan 2022

The math tell you how much this portfolio generate for the time period, so you know the expected r...

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I have a Syfe 100% Reit+ portfolio, where return is positive while the time-weighted return is negative. Why is it so?

Hello, i’m currently an undergraduate, would even putting $100 into it while i’m studying and part-time working even help in any return?

Any idea why Syfe's 100% Reit portfolio has lower 5 year historical returns (4.8%) than the Reits with Risk Mgt portfolio (6%)? In this case, what is the good thing about the 100% Reit portfolio?

Why does my Syfe equity100 time weighted returns not tally with my actual returns overall?

Which of the portfolios will be a better choice for more returns for both short term and long term - Stashaway Income, Syfe REITS+ or Syfe Equity 100?

I have a Syfe 100% Reit+ portfolio, where return is positive while the time-weighted return is negative. Why is it so?

Hello, i’m currently an undergraduate, would even putting $100 into it while i’m studying and part-time working even help in any return?

Any idea why Syfe's 100% Reit portfolio has lower 5 year historical returns (4.8%) than the Reits with Risk Mgt portfolio (6%)? In this case, what is the good thing about the 100% Reit portfolio?

Why does my Syfe equity100 time weighted returns not tally with my actual returns overall?

Which of the portfolios will be a better choice for more returns for both short term and long term - Stashaway Income, Syfe REITS+ or Syfe Equity 100?