The Rise of Robo Advisors. Is it for me?

The rise of robo-advisers. Is it for me?  New to robo-advisers? Let us answer some of the questions you might have. Robo-advisers are on the rise and as an investor, you can receive such financial services too. Robo-advisers offer portfolio management services at cheaper rates and allow you to get into high-quality portfolios bringing convenience to busy investors who can passively monitor their portfolio online. Are these services for you? Investors who would like to own a basic diversified portfolio of Exchange-Traded Funds will find a low cost solution helpful whereas if you require complex portfolios you can consult a financial advisory representative. You can easily embark on robo-adviser services online with a few clicks. How does this online platform know my needs? At Phillip, our SMART Portfolio calculates a “best-fit” portfolio through an online assessment. In the past, such portfolio services were usually available to accredited investors. SMART Portfolio is well-suited to the masses and you can start from a low capital of $5,000 and an affordable management fee of 0.5% p.a. There are no upfront, brokerage or platform fees. What can I expect to get? SMART Portfolio aims to achieve 4% to 6% p.a. over the long term by investing primarily in exchange-traded funds. If you are unfamilar with investing in different assets, SMART covers all the major areas of equity, fixed income, resources and commodities. Diversification is always key to sail through the ups and downs. With SMART, your access to human help may be lesser, but if you would like to speak to me, give us a call at 90400848 or email lionellimtp@phillip.com.sg

Phillip SGX APAC Dividend Leaders Reit ETF Turns One!

Invest in Asia Pacific's finest REITs at SG$10/US$7 flat* We are celebrating the one-year anniversary of Phillip SGX APAC Dividend Leaders REIT ETF (SGX Stock Code: BYI, BYJ). To mark this special occasion, we are offering exclusive brokerage rate for this selected ETF. You can now invest at a special rate of SG$10/US$7 Flat*. Awarded the most innovative new ETF in 2016 by SGX, this ETF allows you to invest in the top 30 dividend paying REITs in the Asia-Pacific ex-Japan region. Invest now at flat rates*! Contact me at 90400848 to know more!

Widest Selection of Funds - Unit Trust

Widest Selection of Funds Looking to diversify your investments? With the widest selection of Unit Trust funds in the market, search for funds that suit your investment needs on POEMS. Choose from over 1,000 funds across various investment objectives, asset classes and geographical regions to diversify your portfolio. Not sure where to begin? Check out our Model Portfolios! Our research team has put together 3 portfolios ranging from conservative to aggressive: PERFORMANCE* AGGRESSIVE BALANCED CONSERVATIVE YTD 8.1% 6.8% 5.7% 1 yr annualised 7.3% 8.1% 6.3% 3 yr annualised 7.2% 5.7% 5.6%  0% Platform Fees, 0% Sales Charge, 0% Switching Fees when you trade via POEMS! Ready to invest in Unit Trusts? *Past performance is not indicative of future results. Please refer to the factsheet of the respective funds for more information Please contact me at +65 90400848 or email to me at lionellimtp@phillip.com.sg if you want to open a trading account or have further queries.

GOLD & SILVER CFD

CONTRACT SPECIFICATIONS

GOLD USD1 CFD & SILVER USD50 CFD

VALUE PER POINT

Gold: USD1 per point
Silver: USD50 per point

MARGIN REQUIREMENTS

Trade at a low margin requirement of 20%

TRADING HOURS

07:01–04:00 (Daylight Saving)
07:01-05:00 (Non Daylight Saving)

TRADING CURRENCY

All contracts are settled in US Dollars

TRADE SIZE

Minimum of 1 contract

COMMISSION

US$1.00 per side/contract

Contact Me or Click Here for Account Opening

5 FAQs on ETFs trading on SGX:

Please see below for the 5 FAQs on ETFs trading on SGX:


1.       Are there any withholding or capital gains tax for Singapore-domiciled ETFs?
No, there is no withholding or capital gains tax for Singapore-domiciled ETFs.


2.       How many ETFs can we trade on SGX?
There are over 80 ETFs spread over different asset classes such as Equities, Commodities, Fixed Income and Money Market.


3.       How do I know if the ETFs listed on SGX is an Excluded Investment Products (EIP)?
You can find the info here using the SGX ETF screener: http://www.sgx.com/wps/portal/sgxweb/home/products/securities/etfs/tools


4.       What are the top 3 most active ETFs traded on SGX?
The top 3 most active ETFs were iShares MSCI India ETF (24.1%), SPDR® Gold Shares (16.2%), and SPDR® Straits Times ETF (14.1%).


5.       How can I receive updated information on ETFs trading on SGX?
SGX sends out the below newsletter at the beginning of every month. Please email to SGXSecuritiesProducts@sgx.com to request to be included in the Securities Products Monthly Newsletter.

 Click Here if you wish to open an account to trade ETFs.

ADV-Trades Redirection from SGX Mobile to POEMS Mobile

Trades Redirection from SGX Mobile to POEMS Mobile

We are pleased to inform that POEMS Mobile apps (for iOS v1.4.24 and Android v1.4.19) are now integrated with SGX Mobile App. You will be able to trade through POEMS mobile app via a redirection from SGX Mobile App.

1. You can now place trades from respective SGX “Stock Quote” screen.
2. On the same "Stock Quote" screen, you may select "Phillip Securities" as your preferred broker.
3. Once you are redirected to POEMS mobile, login with your User ID and password and submit the trade. If you have yet to download POEMS mobile app, you will be redirected to the respective App Stores to download the app.

For more information on the trade redirection from SGX Mobile App to POEMS Mobile, please send an email to poemsmobile@phillip.com.sg

We look forward to your continuous support and do look out for more exciting news on POEMS Mobile soon!

For Account Opening, please click Here

Download our POEMS Mobile app today! 

Free Shares Investment eBook! – Discovering Value Amidst Uncertainties

Introduction

Major benchmarks in the United States continue to break new highs with the Dow Jones Industrial Average marking a historic high of 21,115.55 on 1 March 2017, lifted by the Trump Administration’s policies of infrastructure plans and tax cuts. Asian markets, on the other hand, lagged far behind in comparison to the performances of their western counterparts. Despite already achieving a year-to-date return of eight percent by closing at 3,118.84 on 09 March 2017, Singapore’s Straits Times Index still has a lot more room for advancement before it can reach its previous high of 3,525.19 in April 2015. In terms of price-to-earnings (P/E) valuation, current P/E ratio of SPDR Straits Times Index (STI) ETF, an exchange-traded fund which tracks the performance of Straits Times Index, stood at 12.8 times as of 10 March 2017. This does not seem expensive at all given that the historic P/E ratio of SPDR STI ETF has a long term average of around 16.9 times from 1973 to 2010. Market sentiments are generally beaten down due to a lack of confidence attributable to the impending US rate hike, low oil price, and political uncertainties in the Europe zones. To help investors make better-informed decisions, we seek to discover value amidst uncertainties in the market by compiling this report, sifting out 20 companies (18 listed on the Singapore Exchange and two on Bursa Malaysia) with strong fundamentals. We highlight their respective strengths so as to help investors gain a quick understanding of these companies through our introduction and insights. Among these featured companies, we hope that you may find some hidden gems which could be suitable candidates to be added into your portfolio. Enjoy the read.

I am going to mass email out the E Book to my distribution list as I am unable to upload the PDF file. Should you not receive it, please let me know your email address and I will send it to you.