HOW TO USE SYFE REIT+ TO INVEST INTO THE BEST SINGAPORE REITS!
Sign up TODAY https://www.syfe.com/reit-plus
with referral code ASTUTEPARENT inputted on the 6th step at "CREATE YOUR ACCOUNT" page ✅
to get 3 months FREE management for deposits up to $30,000! 👌🏻
This video was sponsored by SYFE.
👂🏻To schedule a free call with SYFE wealth experts use link -
https://calendly.com/syfe-advisory/fr...
*******
SUMMARY #syfe #reit #reit+
REITS are forming more of the STI index along the years!
If you'd like to get invested into Singapore REITS, consider investing via SYFE REIT+. It tracks iEdge S-REIT Leaders index which captures the top reits based on adjusted free float market cap.
Within SYFE REIT+ there are 2 portfolios: 100% REITS and REITS with RISK MANAGEMENT PORTFOLIO.
The RISK MANAGEMENT PORTFOLIO uses SYFE's Automated risk-managed investment strategy (ARI) to allocate between bonds and reits.
The bonds allocation are via ABF Singapore Bond ETF.
Currently, the allocation for SYFE REIT+ with risk management portfolio has allocations of about 50% REITS and 50% Bonds.
Also covered is how In 2nd mar2020, allocations for REIT were reduced from 77% to 50% because of ARI.
Currently top holdings for SYFE REIT+ is CICT where previously it was ascendas REIT portfolio.
For the 100% REIT portfolio, I've compared it with Lion-Phillip S-REIT ETF
There are 3 tiers for investors. I'd be sharing my own journey thus far. Check it out =)
*******
We do not make any recommendations on whether a security is a buy/sell as every investor has different investment goals and risk profiles. The presentation of ideas from Josh Tan and TheAstuteParent are strictly for education purposes. You are advised to perform independent research yourself or seek a qualified financial adviser. We will not be liable for any losses directly or indirectly from the material.
*******
____________________________________________________________________________________________
About Josh:
Josh holds a degree in Accounting from NTU.
In 2016, he co-founded the financial education website TheAstuteParent to provide detailed insurance plan analysis and financial planning tips to help you kickstart your journey towards financial freedom.
As a ChFC Charterholder, Josh has agreed to be bounded by the ChFC®/S Code of Ethics. This includes, among others, acting in a professional manner when it comes to conducting due diligence on primary and secondary sources of investment-related data, and articulating his investment opinions based on his research and beliefs. Based on his research and analysis, he highlighted his beliefs and opinions, and illustrated the concept of time value of money, as of the time of the video. No products were advertised.
✅ To learn more on financial planning and insurance concepts, visit https://theastuteparent.com
✅ Engage JOSH TAN on a FEE to build towards for your retirement, achieve your breakthrough TODAY: https://www.theastuteparent.com/josh-tan