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Syfe Portfolio Update – September 2020
By Mr And Mrs Budget  •  October 12, 2020
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$500
  • REIT+ – S$500
  • Equity100 – S$1,000
Here’s our monthly Syfe portfolio summary. September 2020 Global Equity Portfolio Total invested: S$9,072.12 Total Contribution this month: S$500 Current Value: S$10,416.22 Portfolio Return: 14.82% Downside Risk: 25%...
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By Mr And Mrs Budget
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