Anonymous
SYFE REIT+ with ABF Bond ETF or SYFE REIT+ 100% & separate bond ETF?
I read that SYFE REIT+ has an option of adding the ABF Singapore Bond Index ETF to its portfolio. While I understand when the market is uptrend, REITS usually performed well, and the bond does not. Isn't this counter-intuitive? And, if I opt for the SYFE REITS+ portfolio as 100% REITS, and would still like to consider a separate bond ETF (i.e corporate or treasury bond) to diversify my overall portfolio, what are some of the good bond options available (can be S'pore or International)?
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Another option you can explore if you want a separate bond portfolio is Syfe's Core Defensive portfolio. It's about 71% bonds and 9% gold. You can check out the portfolio details here: https://www.syfe.com/core-defensive-portfolio-d...
Suggesting this because if you can consolidate all your investments with Syfe, you may pay lower management fees overall! If your total investments are $20K or more, your fee drops to just 0.5% p.a. vs 0.65% p.a.
I've also reviewed the Core portfolios if you're interested to explore further :)
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REIT is stable itself. I have both REIT+ and REIT with Mgmt. I can tell you that the bond portion is...
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Yes it is counter-intuitive but it allows for stable returns. When the equity market went down, the 50% weight of bonds still allowed the portfolio to generate 2% returns. When equity prices recovered and ABF ETF price went below $1.2, the managed portfolio still hovers 2-3%.
(*Experienced from Feb 2020 to April 2021)
If you opt for Syfe 100% REITs, I think you can consider VTC (corporate bond) as it gives dividends monthly. Alternatively, would suggest US equities ETF like VOO rather than bonds.