Syfe Select / Custom (new)

Shutterfly

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I keep in close touch w my appointed Wealth Advisor - whose the Head Of Investment Advisory. Am sure u know/can figure who ;)

Syfe can get quite engaging and transparent with their closer-knit clients if you sustain your network strong enough.

Btw, I dont really have a strong devotion to any specific theme per se. But I'm big on experiencing as much robo as I can for now. Hence I had to have all 5 Themes.

Can I change mine to him? Haha. I got assigned the younger lady who sounds a bit clueless..
 

direbmem

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At 0.65% per annum, the only value to this is can auto DCA small amounts. Only CSPX is worth it. For the others, the expense ratio will be higher than 1% per annum if include funds expense ratio and no different from buying using own broker
 

dappermen

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At 0.65% per annum, the only value to this is can auto DCA small amounts. Only CSPX is worth it. For the others, the expense ratio will be higher than 1% per annum if include funds expense ratio and no different from buying using own broker
Only robos allowed u to use abit of money to buy into a basket of etfs (8)
When doin rebalancing, Foc too
Convenience, his time can be better spent elsewhere

Not all are middle income and abv
 

s0crates

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At 0.65% per annum, the only value to this is can auto DCA small amounts. Only CSPX is worth it. For the others, the expense ratio will be higher than 1% per annum if include funds expense ratio and no different from buying using own broker

Endowus Dimensional world equity fund on fund smart - 0.3% endowus fees +0.36% TER. That's better than cspx at 0.65% +0.07%.
 

direbmem

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Endowus Dimensional world equity fund on fund smart - 0.3% endowus fees +0.36% TER. That's better than cspx at 0.65% +0.07%.
Yup that is value proposition of Endowus. Furthermore Dimension funds not easily accessible. ETFs can be easily bought thru brokers. Syfe should offer more UCITS ETFs, then I think many more pple will pile into it..As of now, Syfe will still kena shot down by Endowus for having high expenses.
 

R151 151/152

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Transferred. 2000 into ESG

@R151 151/152 Why you put only $500 in all themes? Diversificaiton?
you could say so.

I'm not putting in anymore $$ to my investments until i can find some extra income.

hence $500 a pop. I also dont have any strong conviction to any theme per se - hence my decision to experience all 5 themes in full force.
 

Shutterfly

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Yup that is value proposition of Endowus. Furthermore Dimension funds not easily accessible. ETFs can be easily bought thru brokers. Syfe should offer more UCITS ETFs, then I think many more pple will pile into it..As of now, Syfe will still kena shot down by Endowus for having high expenses.

I think the full cost of buying into the ETFs via Syfe not exactly clear. On surface, may seem to be just the management fee.
 

Shutterfly

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Wah.. You all high network investors ah.. can get individual attention. I dont even know who is my advisor le.. Limbeh total only 40-50k

No lah.. Same tier (black) as you so have access to Wealth expert.. Must invest a bit more to reach Gold then probably can choose the one we want. Haha.
 
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