{"id":4215,"date":"2024-11-05T10:22:00","date_gmt":"2024-11-05T02:22:00","guid":{"rendered":"https:\/\/www.syfe.com\/magazine\/?p=4215"},"modified":"2024-11-13T10:24:22","modified_gmt":"2024-11-13T02:24:22","slug":"introducing-syfe-thematic-and-custom-portfolios-for-everyone","status":"publish","type":"post","link":"https:\/\/www.syfe.com\/magazine\/introducing-syfe-thematic-and-custom-portfolios-for-everyone\/","title":{"rendered":"Introducing Syfe: Thematic and Custom Portfolios For Everyone"},"content":{"rendered":"\n
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Everyone is unique. We all have different values, preferences, experiences and backgrounds that shape who we are. You could be a passionate advocate for the environment or an ardent believer in new technology. No matter your ideals, wouldn\u2019t it be great if your investments could reflect your beliefs?<\/p>\n\n\n\n

With Syfe, you can now invest in a portfolio that\u2019s as unique as you are. Build a portfolio you believe in and let us handle everything else from rebalancing to dividend reinvestment. These features come at no additional cost and are designed to give your portfolio an edge over those offered by traditional brokerages. <\/p>\n\n\n\n

Build your portfolio with Syfe Custom <\/strong><\/h2>\n\n\n\n

With Syfe, it\u2019s easy to build a truly personalised portfolio<\/a>. Our investment team has done the groundwork for you by carefully curating around 100 of the best exchange traded funds (ETFs)<\/a> in the market. We have selected only those that are low-cost, highly liquid and track their benchmarks closely.<\/p>\n\n\n\n

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A small snapshot of the ETFs available through Syfe Select Custom<\/em><\/p>\n\n\n\n

You can add up to eight of these ETFs in your Syfe Custom portfolio. For example, if you\u2019re bullish about technology, you could add Roundhill Generative AI & Technology ETF (CHAT)<\/strong> and Amplify Transformational Data Sharing ETF (BLOK)<\/strong> to your portfolio. For some diversification, you might also include the Global X Cloud Computing ETF (CLOU)<\/strong> and VanEck Vectors Video Gaming & eSports ETF (ESPO)<\/strong>.<\/p>\n\n\n\n

It\u2019s your call how you want to build your portfolio. With nearly 100 ETFs, there are millions of different ways you can assemble your Custom portfolio<\/a>.\u00a0<\/p>\n\n\n\n

Information at your fingertips<\/strong><\/h2>\n\n\n\n

As you\u2019re designing your Custom portfolio, you\u2019ll be able to view all the necessary portfolio analysis: historical returns, exposures across asset classes, sectors and geographies, top ETF holdings, as well as overall portfolio risk.<\/p>\n\n\n\n

Not fully satisfied? Add or remove holdings, or adjust your portfolio asset allocation.  Whenever you make an edit, you\u2019ll see immediately how your overall portfolio diversification, past returns, and risk level changes with your adjustment.<\/p>\n\n\n\n

Once your ideal portfolio has been created, all you need to do is fund your account \u2013 no manual trading necessary! We\u2019ll automatically buy your assets in your desired allocation and reinvest all dividends received. <\/p>\n\n\n\n

Prefer ready-made portfolios? Explore Syfe Themes Portfolio<\/strong><\/h2>\n\n\n\n

Not everyone enjoys the rigours of building an investment portfolio from scratch. That\u2019s why we offer Themes portfolio<\/a>, a collection of four thematic portfolios expertly designed to capture long-term structural shifts such as sustainability and disruptive technologies.<\/p>\n\n\n

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We\u2019ve constructed each thematic portfolio using a proprietary asset class risk budgeting methodology<\/a>. Our investment team also keeps watch on all new emerging trends for possible inclusion in the portfolio.<\/p>\n\n\n\n

Here\u2019s a snapshot of the four Syfe Theme portfolios.<\/p>\n\n\n\n