The Core Balanced portfolio is a medium-risk portfolio with an optimal mix of stock, bond and gold ETFs as well as individual stocks. The asset allocation focuses on better risk-adjusted returns, collectively invested in over 3,500 stocks of the world’s top companies.
The portfolio is designed for investors seeking moderate long-term growth while still having an exposure to bonds and gold to cushion their portfolio during market declines.
Passive investment portfolios are usually made up of Exchange Traded Funds (ETFs) which in turn hold individual stocks. ETFs charge a fee for managing dividends, rebalancing and among other processes. Syfe uses its proprietary technology platform to match ETF performance and directly invest in individual stocks. The fee savings of up to 50% are passed on to you.
A balanced portfolio aims to balance risk and reward by holding both equities and bonds in a more or less equal split. With a balanced portfolio, investors may typically take on some risks to grow their investments moderately over time, but are generally less likely to experience the large fluctuations an equity-heavy portfolio could encounter.
Syfe Core portfolios hold equities, bonds and gold in varying allocations. We use exchange-traded funds (ETFs) and individual stocks to represent each asset class to ensure that each portfolio is broadly diversified across sectors and geographies.
Our portfolio methodology for Syfe Core rests on three guiding principles:
As per Securities and Futures Commission regulations, we are required to verify your identity by a HK$10,000 or US$1,300 bank transfer from your bank account, in order to open a Syfe account for you. After account opening, there is no minimum investment amount to get started.
Why the name Syfe?
In Japanese, the word Saifu means wallet and to be closely associated with our most important attribute - which is the word safe