Bryan Chua

27 Dec 2021

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I'm a Syfe user and have been investing in Equity100 and REITS+. Should I be considering the custom/thematic portfolios at all?

I have 2 portfolios in Syfe, and then the custom and thematic portfolios came along. I haven't explored it, but just wondering if it's advisable to move funds from existing portfolios to those OR start investing in additional portfolios. Will i be diluting or overdiversifying? Should I just remain status quo? I'm a beginner, and only have around 10k in total in Syfe. Thank you!

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Tan Choong Hwee

28 Dec 2021

Solutions Specialist at Providend

You should set your overall core satellite portfolio allocation first. How much (%) you want to allocate to your core portfolio, and which theme/region/asset and how much (%) you want to invest in your satellite portfolio (if you believe in some of them).

Syfe Equity100 is globally diversified, so you can treat it like your core portfolio. Syfe REIT+ is considered a satellite portfolio focusing on S-REIT. The other custom/thematic are all satellite portfolios, and whether you want to invest in them depends on whether you believe the themes.

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