Syfe Core Portfolios Upgraded – Capture Long-Term Growth with Lower Risks and Costs
https://www.youtube.com/watch?v=o28tQ2bCXN4
We’re pleased to share that we’ve completed major enhancements to our Core Portfolios (Equity100, Growth, Balanced, Defensive). This rebalance ensures the portfolios are aligned with current market conditions while optimising for long-term growth and performance.
Key Benefits of the Portfolio Upgrades
Enhanced return potential
We’ve enhanced the equity component of the...
Syfe Portfolio Performance Review Q2 2024: Ready for Rate Cuts?
Q2 2024 was another positive quarter for equities. Strong market sentiments from Q1 persisted in Q2, with S&P 500 and Nasdaq 100 continuing to reach new highs.
It was a quarter where we saw “bad news” become “good news”. Back in April, a streak of unexpectedly strong economic data in...
Syfe Portfolio Performance Review Q1 2024 : Navigating Market Shifts
After a strong rally in 2023, equities continued their momentum into the first quarter of 2024. In particular, the S&P 500 hit new historical highs and posted a +10.2% gain for the quarter. This marked its best first-quarter performance in five years. On the other hand, the bond markets...
Dimensional ETFs and More: New on Syfe Custom Portfolio
We are excited to introduce new equity ETFs with a value and quality tilt to Syfe Custom Portfolio. We will do a deep dive to help you decide whether the ETFs align with your investing goals, and how these ETFs can add value to your investment portfolios.
Table of Contents:...
Syfe Portfolio Performance Review Q4 2023: Rode Market Rally
In the last quarter of 2023, the global markets were upbeat, as the Fed signalled potentially earlier start of interest rate cuts in 2024. This news sparked rallies in both stocks and bonds. The S&P 500 index closed to its peak in early 2022, and 10-Year US Treasuries dropped...
Fed’s ‘Higher for Longer’ Impact on Your Portfolios
Following the most recent FED meeting in September and its “higher for longer” interest rate guidance, global markets have experienced volatility. How should you position your investment portfolios going forward? Ritesh Ganeriwal, Syfe's Head of Investments and Advisory, will share a quick update on the markets and the performance...
ACATS Share Transfers: How to Switch Brokers to Syfe Brokerage
As you grow your wealth and portfolio for the long-term, you might want to consider switching brokers at some point to better suit your needs. A few reasons why some would:
Better fees structure suited for usage and volume of transactions - commission and platform fees vary greatly and depending...
REIT+: Keep Calm and Focus on the Long Term
Both the equity and bond markets faced volatility after the Fed's decision to halt interest rate increases, yet signalled one more hike by the end of this year.However, in the longer-term outlook for 2024 and 2025, interest rates are anticipated to trend downwards. In 2Q 2023 results, operating fundamentals for...
Syfe Portfolio Re-optimisation (September 2023)
We have re-optimised your Core portfolios (Equity100, Growth, Balanced, Defensive) and Thematic portfolios (Disruptive Technology, Healthcare Innovation, and ESG & Clean Energy). Syfe’s core and thematic portfolios are rebalanced twice a year to maintain their strategic asset allocations and enhance long-term returns.
At Syfe, we advocate a passive, long-term investment...
Property market turmoil in China and Syfe Portfolio Positioning
China's real estate market, once the emblem of robust growth, is currently facing notable challenges. Country Garden, a leading property developer in China, recently reported significant financial loss and missed bond payments, sparking industry-wide concerns.
What caused the Property Sector's Decline?
While many intricate factors are at play, a few primary...










