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Anonymous
How do I streamline / consolidate my Syfe vs Endowus investment?
I have the following portfolio and would like to consolidate and streamline my Robo-investment and then start to focus on trading stocks. Any advise on what to do with these? Which to keep and Which to sell?
• Syfe
(1) Core 100 Equities - cash
(2) REIT+ - cash
• Endowus
(3) General 80% Equities 20% Fixed Income - CPF
(4) Megatrends - cash
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Benjamin Low
27 Jan 2023
Associate Director of Sales at Manulife Financial Advisers
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To streamline and consolidate your investments, it's a good idea to first take a look at what each portfolio is invested in and how they align with your overall investment goals.
One thing to consider is the asset allocation of each portfolio:
• The Syfe Core 100 Equities and REIT+ portfolios both have a focus on equities, while the Endowus General 80% Equities 20% Fixed Income and Megatrends portfolios also have a mix of fixed income investments.
• If (and this is a big assumption) you're looking to focus more on trading stocks, it may make sense to keep the Syfe Core 100 Equities and REIT+ portfolios and potentially sell the Endowus portfolios.
Not investment advice. Still gotta DYODD.