04 Aug 2020
Is it advisable to use Robo-advisors as the main investment portfolio while buying individual stock separately as a satellite? Any recommended Robo-advisors in terms of portfolio allocation?
Do you think this is considered enough diversification?
Hi anon, you can definitely use a robo-advisor as your core investment. Perhaps I can share more about Syfe's investment offerings so you can better weigh your options.
Syfe offers two investment portfolios: a Global Portfolio that invests in ETFs that are broadly diversified across asset classes, sectors and geographies, and a REIT+ portfolio that invests mainly in Singapore REITs. You may consider the Global Portfolio and the REIT+ portfolio for exposure to both international stocks and local REITs.
Another reason why Syfe makes a good core investment portfolio is our Automated Risk-managed Investing (ARI) strategy. In times of higher volatility (like the current market), the proportion of stocks in your portfolio will be reduced while the proportion of bonds will increase. The converse happens when volatility subsides. In the long term, this provides better risk-adjusted returns and greater investor peace of mind. You can view our recent portfolio performance here.
If you still have questions about a core-satellite investment strategy, why not schedule a free consultation with our advisors? They'll be able to offer more personalised advice and help review your current portfolio.
you totally can!
I would recommend you to check out Kristal.AI, they implement all weather portfolio which ultimately considered as a simple asset allocation across equities, fixed income bonds and gold. This works well in medium to longer term in consistent and stable manner. The reasoning behind this all weather portfolio is to make sure you always have a safety net from either elements (equities, fixed income or gold). For example during crisis, gold is considered a safe bet, which is great for you if you have an all weather portfolio even when the other elements are experiencing turbulance.
here i provid eyou with link to check out Kristal.AI reviews:
Also note that Kristal.AI doesn't charge you with fees for your first $50,000 investment moreover Kristal.AI also provides proprietary online investment advisor within minutes to create a personalised investment portfolio, designed specifically to meet your investment requirements and investor profile.
Hope this helps,
You can, stashaway is my preferred roboadvisor.
first, user friend interface
second, allow me to D...
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