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Old 23-09-2020, 01:05 PM   #256
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My 100% REITs portfolio is at 15.21% time-weighted return, even after this week's dip. I've also made about 2% in dividends from the July-Sep dividend payouts. Feels really nice.
Nice. May i know
a. When u started investing
b. Did u do lump sum or monthly dca ?

I have invested a very small sum in reit+ last month, thinking of what to do moving forward.

Last edited by Thoreldan; 23-09-2020 at 01:13 PM..
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Old 23-09-2020, 02:23 PM   #257
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My 100% REITs portfolio is at 15.21% time-weighted return, even after this week's dip. I've also made about 2% in dividends from the July-Sep dividend payouts. Feels really nice.
When did u start invested?
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Old 23-09-2020, 06:13 PM   #258
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When did u start invested?
Nice. May i know
a. When u started investing
b. Did u do lump sum or monthly dca ?

I have invested a very small sum in reit+ last month, thinking of what to do moving forward.

I started REIT+ when they introduced the 100% REIT option back in May or something. I think it's quite worth it to continue DCA-ing. For my current portfolio, I split my lump-sum into 3 deposits, and just threw in whenever I think it's a good idea. As for me, I stopped contributing monthly because I'm currently abroad, so I don't have that much spare cash available. But once my finances stabilise, I'll definitely continue.

Just make sure you don't overweight your portfolio in SG stocks. Currently, my US and SG holdings are split 50/50, which is a bit too high, imo. I want to push it down to 60/40 ideally.

Also, for what it's worth, my US holdings are via Stashaway, not Syfe. I personally prefer their US portfolios over what Syfe offers.
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Old 23-09-2020, 06:23 PM   #259
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Start date matters

https://www.sgx.com/indices/products/sreitlsp

Reit+ 100% was sometime in early apr i think. See the index, it was <1200 then
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Old 23-09-2020, 06:53 PM   #260
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I started REIT+ when they introduced the 100% REIT option back in May or something. I think it's quite worth it to continue DCA-ing. For my current portfolio, I split my lump-sum into 3 deposits, and just threw in whenever I think it's a good idea. As for me, I stopped contributing monthly because I'm currently abroad, so I don't have that much spare cash available. But once my finances stabilise, I'll definitely continue.

Just make sure you don't overweight your portfolio in SG stocks. Currently, my US and SG holdings are split 50/50, which is a bit too high, imo. I want to push it down to 60/40 ideally.

Also, for what it's worth, my US holdings are via Stashaway, not Syfe. I personally prefer their US portfolios over what Syfe offers.
Thanks for sharing, great info here.
In fact i trying to build up my local %.

99% of my equity is with iwda and some us stocks
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Old 30-09-2020, 12:20 AM   #261
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Did anyone realise that on 25 Sep, there is a rebalance on the reits? Saw buy and sell transactions in my portfolio.
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Old 30-09-2020, 12:28 AM   #262
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Did anyone realise that on 25 Sep, there is a rebalance on the reits? Saw buy and sell transactions in my portfolio.
RoboAdvisor is supposed to mitigate our portfolio risk using their "special" algo that we will never know in detail.. Complain until cow come home also no use now..

The SOLD transaction resulted in my estimated paper loss of $111.. Better be worth it!

https://drive.google.com/file/d/1u9s...ew?usp=sharing

Last edited by seowcc; 30-09-2020 at 02:01 AM.. Reason: Added detail info
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Old 30-09-2020, 05:47 AM   #263
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Did anyone realise that on 25 Sep, there is a rebalance on the reits? Saw buy and sell transactions in my portfolio.
Yeah, I just realised that yesterday too. I guess they're offloading those underperforming REITs. Apart from the rebalancing of certain weights for the existing REITs in the portfolio, they've also completely dropped First REIT and AIMS APAC, and bought back SPH Reit and added in ARA Logos Logistic Trust.
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Old 30-09-2020, 07:19 AM   #264
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You guys talking about the 100% reits portfolio?
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Old 30-09-2020, 07:53 AM   #265
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You guys talking about the 100% reits portfolio?
I'm on Reits balance and saw the same sell/buy transactions so think it's both. I thought this follows the index or if this is the ARI calculation. Don't think they manually choose what to sell/buy otherwise it became active managed fund.
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Old 30-09-2020, 08:00 AM   #266
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Syfe has said that their REITs portfolio is not designed by them. It follows the iEdge S-Reit index, which is balanced twice yearly.

The recent rebalance is precisely the index being rebalanced.

If you bought the 100% reits, that is the only rebalancing that will even occur.
If you bought the ARI version, then yes, there will be some balancing against SGD bonds.
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Old 30-09-2020, 08:12 AM   #267
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I'm on Reits balance and saw the same sell/buy transactions so think it's both. I thought this follows the index or if this is the ARI calculation. Don't think they manually choose what to sell/buy otherwise it became active managed fund.
did they add more bonds in the portfolio?
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Old 30-09-2020, 02:03 PM   #268
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did they add more bonds in the portfolio?
Not for me. Maintains the same proportion.
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Old 30-09-2020, 05:54 PM   #269
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Yes im on the 100% Reits portfolio.

You guys talking about the 100% reits portfolio?
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Old 04-10-2020, 01:21 AM   #270
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Hi gurus!

May I ask if, it is still a good time to enter REITS 100%?

Looking to DCA at minimum amount.

Thank you so much!
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