facebookHow should i consolidate my portfolio? As a beginner, i've started investing with brokerage like POEMS, robo and Tiger to try diff platforms. Now my investments are everywhere.? - Seedly

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Anonymous

15 Dec 2020

General Investing

How should i consolidate my portfolio? As a beginner, i've started investing with brokerage like POEMS, robo and Tiger to try diff platforms. Now my investments are everywhere.?

Have 1 portfolio with Stashaway and 2 portfolios (Equities and Reits) with Syfe. Bought US ETF with POEMS and US stocks with Tiger. Thinking to buy SG Reits next. Should I DCA into Syfe Reits? Or choose my own Reits and DCA into it via POEMS or smth? If you are me, how would you streamline into just perhaps 2-3 platforms?

I dove headfirst and now it's so messy.. How did you guys do it??

Discussion (2)

What are your thoughts?

Jiayee

Jiayee

15 Dec 2020

Salaryman at some company

I chose my favourite platforms and did the following gradually:

  1. Stop deposits into the non-favourite platforms

  2. Sell the investments in the non-favourite platforms and buy an equivalent amount in the favourite platforms

I chose my favourite platforms by considering:

  1. Fees

  2. Range of products

  3. Control over investments

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