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Anonymous
Is it wise to invest in (almost) all of Syfe Thematic Portfolios?
Current have portfolios in Syfe Core, Equities, REITS and its thematic portfolio Energy and Healthcare. If I open China and Disruptive Tech portfolios, I wonder if it will be too diversified.
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What's the percentage in each? you have to know the allocation to determine too.
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Yes, it will be overly diversified. For eg. your Syfe Core portfolio alone has a mix of ETFs, Bonds ...
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Whether too diversified or not depends on your percentage allocation. The purpose of diversification is to reduce portfolio volatility while maintain the same market returns in a long term perspective. Since you are buying ETF, i would assume you expected returns should be = to market returns.
Diversification is about correlation, volatility and returns, of course there is some math to workout the percentage.
You may use the tool below to calculate. You may use the top largest holdings etf of each syfe portfolio to get a feel.
https://www.portfoliovisualizer.com/backtest-po...