Anonymous

Edited 07 Aug 2021

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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%)

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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.

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