Low Risk instruments & strategy for Conservative Investors

tigjun21
2022-04-08

(1) LionGlobal SGD Enhanced Liquidity Fund. This fund is a super steady performer. Its performance chart is a nice upwards trending slope; no sudden downspikes (especially during March 2020) compared to many other similar funds available in the market. Currently, the projected yield is around 1.2%.

(2) Singapore Savings Bonds. This should be any conversative person favourite instrument as it is virtually risk-free: AAA grade bond, redeemable at any time without any penalty. A limitation is the maximum amount is $200,000, which has improved from the previous $100,000 limit. Considering the current yield is around 2%, it is getting more attractive, especially with the current rising interest rate environment.

(3) Cash management accounts by robo advisors. Tiger's Cash Plus is one such cash management account for your spare cash. One point to note is that the underlying funds in a safe cash management account should always be limited to money market funds. Bond funds, whether short duration, Asian or US, can be risky and turn negative, especially with the current interest rate hike.

(4) Use some (or most) of your returns and DCA into equities. You can DCA small amounts (eg. $1) into some robo advisors. In this way, you can participate in the high risk equity markets without risking your capital. We can call this, turning into aggressive using returns from being defensive. Moreover, most robo advisors offer sign up bonus (cash and/or shares), which can further cushion any potential losses.

Happy investing!

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • zippyloo
    2022-04-08
    zippyloo
    For low-risk investments, I generally prefer to hold bonds.
  • zingzy
    2022-04-08
    zingzy
    I believe that the low-risk component of everyone's portfolio is not to be ignored.
  • tinkie
    2022-04-08
    tinkie
    Thank you for recommending these low risk strategies, they have helped me a lot.
  • Bevk
    2022-04-12
    Bevk
    thanks for sharing
  • Pris07
    2022-04-12
    Pris07
    Thanks for sharing!
  • Kritz_
    2022-04-12
    Kritz_
    [smile] [smile]
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