Hi everyone!
Following our monthly updates on our financial goals and expenses, we have also been keeping a record on our Syfe investments.
As we’ve probably mentioned a lot of times before, we view Syfe as our “professionally managed” portion of our portfolio. Syfe, as a roboadvisor, is also an affordable way for us to invest in multiple baskets of ETFs globally, hence gives us more diversification to our overall portfolio.
Here’s our monthly Syfe portfolio summary.
June 2020
Global Equity Portfolio
Total invested: S$7,572.12
Total Contribution this month: S$2,000 (June & July S$1,000 each)
Current Value: S$8134.20
Portfolio Return: 7.42%
Downside Risk: 25%
REIT Portfolio
Total invested: S$7,670.01
Total Contribution this month: S$1000
Current Value: S$8,202.90
Portfolio Return: 6.95%
Equity100
Total invested: S$1000
Total Contribution this month: S$1000
Current Value: S$996.65
Portfolio Return: -0.33%
The continued rebound in market share prices has further pushed our portfolio into the positive returns territory, which is definitely good news....
