Advertisement

Anonymous

Edited 07 Aug 2021

∙

General Investing

Hi, please give me your comments to my allocation of fund. Should i transfer more fund from other portfolio to REIT100 now ? (Do not have new fund now)

Stashaway for 18% risk index- 20% of total fund, (Gain 15%)- US: 20%, Asia: 17%

Stashaway for 22% risk index- 20% of total fund, (Gain 17%): US: 24%, Asia: 20%

Endowus for 80% Equity, 20% fixed income- 40% of total fund, (Gain of 18%), US: 40%, China: 14%

Endowus Fund Smart 100% Equity- 10% of total fund (Negative of 3%), China: 70%, India: 30%

Syfe REIT100- 10% of total fund (Gain 1.3%)

2

Discussion (2)

What are your thoughts?

Learn how to style your text

Wrong Sean

07 Aug 2021

Can you share your rationale for your allocation into the different portfolios? That will help the others understand better.

Why StashAway 18% and 22% and not into one single portfolio? Same for Endowus? Why two different portfolios? And why REITs?

Are the funds earmarked for certain uses/goals or timeframes? Or the portfolios are in different markets? Or what is your current financial situation to have such allocation?

More context will be helpful.

Reply

Save

View 1 replies

Write your thoughts

Related Posts

Hi guys, I’m a year 3 NTU business undergraduate. Currently have S$ 100k in cash to invest. Any idea how I should allocate my funds? Currently have a portfolio of US/SG stocks and crypto. ($70k+)?

With endowus giving a smaller 0.3% access fee for SINGLE FUND using the fund smart option, are there any reason why I should keep my multiple fund portfolio using fund smart?

How do you transfer fund to a new account during application via wire transfer for IBKR. Is it the same as a normal bank transfer? and how long does it usually take?

Hi Sam, if you’ve a fund of SGD1M (cash & CPF): 1. How’d you allocate the fund?Cash (market correction) stocks bonds gold/silver insurance emergency fund 2. What’s the ratio if we include property?

Hi... New here... What’s the difference between mutual funds and exchange-traded funds?

Related Products

StashAway

4.7

1297 Reviews

StashAway Simple Guaranteed 3.55% p.a. (Guaranteed rate)

Cash Management

INSTRUMENTS

None

ANNUAL MANAGEMENT FEE

None

MINIMUM INVESTMENT

3.5%

EXPECTED ANNUAL RETURN

Mobile App

PLATFORMS

Endowus

4.7

657 Reviews

Syfe

4.6

935 Reviews

Related Posts

Hi guys, I’m a year 3 NTU business undergraduate. Currently have S$ 100k in cash to invest. Any idea how I should allocate my funds? Currently have a portfolio of US/SG stocks and crypto. ($70k+)?

With endowus giving a smaller 0.3% access fee for SINGLE FUND using the fund smart option, are there any reason why I should keep my multiple fund portfolio using fund smart?

How do you transfer fund to a new account during application via wire transfer for IBKR. Is it the same as a normal bank transfer? and how long does it usually take?

Hi Sam, if you’ve a fund of SGD1M (cash & CPF): 1. How’d you allocate the fund?Cash (market correction) stocks bonds gold/silver insurance emergency fund 2. What’s the ratio if we include property?

Hi... New here... What’s the difference between mutual funds and exchange-traded funds?

Advertisement