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Anonymous

18 Jan 2021

Robo-Advisors

How to better DCA and have a more balanced portfolio for StashAway and Syfe portfolios?

  1. StashAway Core Portfolio with Risk Index of 22% + Syfe REITS+
    VS
  2. Syfe Equity 100 + Equity REITS/Global ARI+

How to better DCA and have a more balanced portfolio?

Discussion (3)

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Syfe

18 Jan 2021

One option we like to share with investors is the core-satellite strategy. You can set a globally diversified portfolio like Global ARI as your core, and include Equity100 and REIT+ as your satellites. Here's an example of how you can do this.

Based on your portfolio allocation, you can divide your monthly investment equally between them.

Please schedule a chat with our wealth experts to get more personalised recommendations!

Personally, what I'm doing is to DCA into both Equity100 & Syfe REIT+. I'll DCA more into Equity100 first because it can give higher returns. When the time comes for me to be more risk conservative, I'll then start to DCA more into REITs for passive income.

Don't need to have so many, many overlaps. I will just focus on equity100 because its based on growt...

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