Invest
Moving Towards a Core-Satellite Portfolio
By SingularityTruth  •  June 27, 2020
Moving Forward Recently, I have been thinking about my portfolio asset allocation and was wondering if there are any improvements that can be done. I have the habit of reading up on financial blogs and InvestingNote, and so a new idea came up when a came across an article. It was an article on 'Core-Satellite Portfolio' and decided to look deeper. 'Core-Satellite' vs 'Barbell' I interpret the 'Core-Satellite Portfolio' loosely as having a more conservative larger portfolio as core, and smaller satellite portfolios with higher risk assets. This is similar to the 'Barbell Strategy' which was suggested by DBS CIO. I preferred to use the term 'Core-Satellite' for my portfolio as it highlights the weightage of a larger conservative Core portfolio, and a smaller higher risk Satellite portfolio. Whereas, Barbell may suggests having an equal weightage. Therefore, I would see that a Barbell portfolio is riskier than a Core-Satellite portfolio....
Read the full article
By SingularityTruth
A blog to share and track the progress of building my investment portfolio. "Picking stock is tactical; Structuring portfolio is strategic"
LEAVE A COMMENT
LEAVE A COMMENT

Your email address will not be published.

*

Your Email Address will not be published
*

Read More Articles
More from thefinance