facebookShould I move my funds in StashAway over to Syfe with the Syfe Equity100 rebalancing? - Seedly

Anonymous

20 Apr 2021

Robo-Advisors

Should I move my funds in StashAway over to Syfe with the Syfe Equity100 rebalancing?

I currently have equal amount of funds in both StashAway (36% risk portfolio) and Syfe (Equity100) and have DCA for about a year now.

The main reason why I chose StashAway is because of it's exposure to Chinese stocks.
The main reason why I chose Syfe is because of it's 100% equity portfolio.

Now that Syfe's Equity100 is rebalancing which adds 2 Chinese stocks ETFs, should I move my funds and focus on just one portfolio instead?

Discussion (5)

What are your thoughts?

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As some of the respondents mention that as you start better to concentrate on one. But as increase investment portfolio to have some diversification also cos between Syfe /SA/ Endowus, there are some different approaches.

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Adding Chinese stocks ETFs Is gd! ie the future of the era!!! But but the problem is they added two similar ones ie msci china and kweb- too positive in correlation, i supposed?!!

even though kweb is in stashawy too, stash has too much gold components i felt...

syfe is abit too "greedy" as more is not more return !

btw, stashaway is adding on two esg etfs, if u like Esg concepts, stay w stashwy pls although i find it too many gold

and i need to observe further for the equal wt invesco into syfe! I hve my reservatns :

The Invesco sp500 eq wt will invest equally the stocks in the S&P 500 Index so that small/med cap stocks get the chance ....

(No longer by mkt cap weightage- nothinh wrong though)

Syfe claimed that by doing so “provides optimal risk-adjusted returns for Equity100 going forward.” - so when there is a drawdown , the impact of fall is lesser “theoretically” ??

but but ...., the rebalancing will result in additional trading costs for the ETF (cos u hve to keep selling and buying quarterly to ensure equal weigtage). Hopefully not by alot- we hve to really see!

According to the official S&P Dow Jones Indices fact sheet data released from March 31, 2020, for the past five years, the annualized std deviatn was 15.51% for the S&P EWI versus 13.65% for the S&P 500.so This reflects the fact that smaller-cap stocks are generally more volatile than larger-cap companies!!!!

(i m commenting as i have both syfe &stash)​​​

Zac

15 Apr 2021

Noob at Idiots Invest

If you want "exposure to Chinese stocks" without too much concern over what exactly these stocks are...

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