Regular Shares Savings Plans (RSS/RSP)
Asked on 21 Jun 2020
Their asset allocation right now for their 25% downside risk look's alot like Ray Dalio's All Weather Portfolio, and consist of around 30% Equities (Consumer Staples ETF and Healthcare ETF + a mini portion on Emerging Markets), 55% Long + Short term bonds (US Treasury) and around 12% allocation into Gold ETF. So it's pretty much modern portfolio theory put into practice. I allocated a small portion to invest in Syfe Global Portfolio, and thinks that this is a pretty decent way to hedge my risk aside from my own DIY portfolio, so yes! You can go ahead, put in a lump sum and then RSP every month. It is a foolproof strategy that have been time tested.
Please do your own due diligience as well, I am in now way related to Syfe and the above is just my own opinion!
Hey there! Syfe's Global Portfolio is invested in a diversified mix of stocks, bonds and gold. Before you start, the general rule is that you should always invest with your risk tolerance and investing timeline in mind. You can take Syfe's Risk Assessment to better understand your risk profile. With that, we will then recommend you a Global Portfolio suitable for your risk tolerance level. In essence, it means that we will help you manage your investment risks so that when markets turn choppy, your portfolio value will experience a smaller drop in value.
You can do your own DCA with the Global Portfolio. You can invest any amount you prefer at any time - all with no brokerage / transaction costs.
The information is available on their website. Log onto Syfe webpage- Global- full screen 'Composition' tab- ETFs, and you will see the 13 ETFs the portfolio consists of.
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