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Anonymous

10 Sep 2020

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I've just opened an acc for both Stashaway and Syfe. Which portfolios should I go for with each robo-advisor?

-undergrad student
-medium risk appetite
-bare minimum funds taken out for investing
-aiming for long-term passive investing for now

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Andy Chan

10 Sep 2020

Assuming you don't have a high starting lump sum, you can consider going for Stashaway's core portfolio for global exposure and Syfe's S-REITs portfolio with ARI to hedge against currency risk.

Alternatively, you can consider Stashaway simple and Syfe's global portfolio.

As to how much you should allocate to each portfolio, it depends on you. However, I don't think you should opt for Stashaway's core portfolio and Syfe's global portfolio or equity100 at the same time as there are some overlaps. So if the US market underperforms you're going to see both your portfolios dipping quite a bit, which is why I recommend the other investment to be in the SG market denominated in SGD

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How safe is it to store the money in Robo-Advisors such as Syfe, StashAway as compared to banks and insurance companies. What will happen to your money if these companies go bankrupt?

Are the ETFs/stocks/funds purchased through robo-advisors (such as Syfe’s global portfolio or Stashaway’s different porfolios) subjected to the 30% US Dividend Withholding Tax?

Thinking of moving core portfolios from StashAway to another robo-advisor. What are your thoughts between Syfe and Endowus?

If I move from robo-advisor to another (e.g. from StashAway to Syfe/ Endowus/AutoWealth), do I lose out cos need to liquidate assets when withdraw funds, then pump again into the other robo-advisors?

With $100k in StashAway and looking to investing another $100k, should I invest the rest in StashAway or go with another robo-advisor to diversify risk?

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