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. As we’ve mentioned, both Mrs Budget and myself contribute a combined total of S$2,000 (S$1,000 each) to Syfe. Of this S$2,000, we are now dollar cost averaging (DCA) in the following ratio: Global equity – S$500REIT+ – S$500Equity100 – S$1,000 Here’s our monthly Syfe portfolio summary. August 2020 Global Equity Portfolio
Total invested: S$8,572.12
Total Contribution this month: S$500
Current Value: S$9,865.69
Portfolio Return: 15.09%
Downside Risk: 25% REIT Portfolio
Total invested: S$8,670.01
Total Contribution this month: S$500
Current Value: S$9,426.61
Portfolio Return: 8.73% <img data-attachment-id="807" data-permalink="https://mrmrsbudget.com/screenshot-2020-09-17-at-4-23-38-pm/"...