Each ETF in our investment universe is first given a risk score between 1 to 5 based on its underlying asset class, geography and sector exposures. A score of 1 is very low risk; a score of 5 is very high risk.
Syfe calculates your Custom portfolio risk rating for you based on the weighted average risk scores of the individual ETFs within the portfolio. Learn more here.
Please be advised that all forms of investments carry a certain degree of risk. Clients should consider their personal risk appetite and evaluate it against the risk rating of each Custom portfolio they create.
In general, Syfe Select Custom portfolios should be used to complement your core investment holdings and should make up less than 30% of your overall portfolio allocation.