Is Syfe's REITs+ a viable solution for the local part of the Boglehead's '3 Fund Portfolio'?

Considering that Syfe has allocations im both bonds and SREITs, and that the returns are pretty good (10% capital appreciation, 5% dividends), can this take up the local bonds and local growth components of the Boglehead's 3 Fund Portfolio?

One risk I was thinking of is that the REITs take up a huge percentage of this portfolio, but with bonds as a counterweight, would this work?

Syfe

2

Discussion (2)

What are your thoughts?

Learn how to style your text

lovegood

07 Feb 2021

If I plan to use syfe reits as the local portion, should I stick to reits+ or reits plus bonds?

Reply

Save

Eliezer

30 Mar 2020

Content & Community Lead at Syfe

Hello! The Syfe REIT+ portfolio can definitely work as Ninja and Pat have suggested. To add on, the allocation of REITs and bonds is determined based on our risk-management strategy. In times of higher volatility (like the current market), the proportion of REITs will be reduced while the proportion of bonds will increase. The converse happens when volatility subsides. In the long term, this allocation will help provide capital preservation while delivering high yield.

If you still have questions about how the REIT+ portfolio can fit in with your other investments, I recommend getting a free consultation with our advisors - https://www.syfe.com/financial-advisors. They'll be able to offer more personalised advice and help review your current portfolio.

Reply

Save