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Our Take On Syfe’s New Equity100 Portfolio And How We Will Be Investing In It
By Mr And Mrs Budget  •  July 2, 2020

So one of the relatively bigger finance news these few days is the launch of a new 100% global equity portfolio by Syfe, called the Equity100 portfolio.

As one of the early adopters of Syfe, we are definitely excited when we hear this news.

One of the reason why we are excited is for this new 100% equity portfolio is because we are currently invested in the existing global equity portfolio by Syfe. However, due to its built in risk management portion, the portfolio will auto rebalance itself during period of high volatility, resulting in a higher allocations to bonds.

Here’s our current global equity portfolio composition with risk management:

Syfe Global Equity Portfolio 25% Downside Risk Portfolio Composition 02072020

What we would have preferred instead, is for a full equity allocation regardless of the market volatility. While lower risk is of course better for most investors, for Mrs Budget and myself

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By Mr And Mrs Budget
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