Anonymous

10 Jan 2021

∙

Is this portfolio diverse enough - AutoWealth Risk Profile 3 + Syfe REIT (REITs with Risk Management) + S&P500 by FSMOne RSP? Or are there overlaps which I need to be concerned of?

Investment portfolio amount as follow: $5k in AutoWealth, followed by DCA $400 monthly in Risk Profile 3 (Balanced portfolio) + $3k in Syfe REIT, followed by DCA $400 monthly in it + $300 RSP in Vanguard S&P500 in FSMOne?

Intend to hold for long term.

FSMOne Fundsupermart AutoWealth Syfe

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Chris

10 Jan 2021

Owner and Writer at Tortoisemoney.com

It seems diverse enough, covering most key markets, Europe, US, AsiaPac as well as covering both bonds and equities.

Regarding overlaps, note that your Autowealth Portfolio does have a significant percentage in VTI which has large overlaps with the S&P 500 although not entirely the same.

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Which portfolios better for a beginner investor? Syfe portfolios (equity100, reit+, global) or FSMone balanced unit trust RSP (50% bond, 50% equity) if I intend to invest $100 monthly for the long run growth?

I have invested in Syfe REITs with risk management and Syfe ETF. Should I still get an RSP?

What can I do to make my portfolio better? Monthly, I have 100 RSP into Nikko, 300 into Stashaway (1 high risk, 1 moderate risk), 240 into Reits with Syfe, and about an extra 80 leftover. Any advice?

I just started investing in SYFE REIT+ risk management portfolio. Using DCA, which frequency (monthly or quarterly) a better way for subsequent deposit?

Any idea why Syfe's 100% Reit portfolio has lower 5 year historical returns (4.8%) than the Reits with Risk Mgt portfolio (6%)? In this case, what is the good thing about the 100% Reit portfolio?