Syfe just came out with 5 thematic portfolios! In this video, I’ll go through the portfolios, what are the purposes for each of them, their holdings, their past performance and when should you choose that portfolio.
* GIVEAWAY TERMS AND CONDITIONS*
- Comment down below what themes of ETFs you have picked for Syfe Select, and what's the reason you like it
- I'll be picking 5 of my favorite answers on 13 September 2021
- Winners will be contacted through the comments section, and you'll have to email me your Syfe info
- Winners will each receive $100 cash bonus credited to your Syfe Select portfolio
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0:00 - Intro
1:16 - ESG & Clean Energy
This portfolios invest in ESG companies and companies that focus on clean energy. Half of the portfolio consists of ESG ETFs and the other half are ETFs that focus on clean energy and water sustainability. The back tested performance of this portfolio is about 10.7% annualized returns. And this portfolio has a 4 out of 5 risk rating.
3:11 - Disruptive Technology
This portfolio invests in companies that can disrupt the way we do things in the future. We can see that many of the top S&P500 companies in 1980s were oil companies, but now most of the top companies are tech companies.
This portfolio’s holdings are spread evenly among all the ETF, we have robotics & AI, internet technology etfs, fintech, video game & esports, cloud computing, new IPO companies, cybersecurity. This portfolio gave about 41% annualized returns. The risk rating is the highest at 5 out of 5, so you need to be careful when investing in this portfolio.
5:12 - Healthcare Innovation
This portfolio invests in healthcare related companies. Healthcare is becoming more and more advanced now, many illnesses can be treated now. I’m sure many more illnesses like cancer and dementia will be treated in our lifetime.
This portfolio gave around 47% annualized returns, and has a 4 out of 5 risk rating. Healthcare companies tend to require a long term view to see any returns, and failure rate of treatment is really high. This portfolio aims to reduce that risk.
7:09 - China Growth
This portfolio invests in China companies. Just 40 years ago, China was considered a 3rd world country, but now China is the second largest economy in the world in terms of GDP. Charlie Munger once said that the world’s strongest companies are in China. There are also predictions that China will overtake the US by 2028.
Studies showed that there are a lot of internet users in China, and China still has a lot of room to grow. Even though there are a lot of crackdowns in China, it’s actually a good thing because the government wants everyone to play by the rules, which in turn increases competition, incentivizes innovation and improves security.
This portfolio gave an annualized return of 19%, and has a 4 out of 5 risk rating. You can invest in this portfolio if you believe in China’s growth.
9:35 - Global Income
This portfolio gives a steady 4.25% dividend yield. It invests in government bonds and corporate bonds. It has a 3 out of 5 risk rating, and is globally diversified.
11:01 - Pricing & Management
The pricing is the same as other portfolios. Syfe will constantly monitor and rebalance this portfolio twice a year.
https://www.syfe.com/pricing
11:37 - Core Satellite Strategy
Syfe recommends using a core satellite strategy where you allocate 70-90% of your investments to stable portfolios like Core Growth or Equity100. Then invest the remaining into satellite portfolios like these 5 which have the potential to give higher returns.
Disclaimer:
This video is for information purposes only and does not constitute financial advice. Past performance of a product is not indicative of its future performance. This video has not been reviewed by the Monetary Authority of Singapore.
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