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