The earlier articles in our series on core-satellite investing showcased three hypothetical client portfolios: investors in their 20s and 30s, and one in his 40s.
Beyond investing according to age, risk appetite plays a key role in determining your investment strategy. If you’re a high-risk, high-reward type of investor, there may be a better alternative to meme stocks.
Case study: Callie (high-risk, high-reward)
Callie is a seasoned investor with a very high tolerance for risk. She wants to take a year off work to travel and pursue her own interests.
Goal: Sabbatical fund ($80,000) in 5 years
Solution: Syfe Core Equity100
Rationale: Callie is willing to accept a significant level of risk to achieve maximum potential returns over the long term. She prefers the 100% equity exposure that Core Equity100 provides
Plan: $1,000 / month for 5 years to achieve forecasted returns of $88,463
For her satellite components, she prefers to invest on her own using the Syfe Select Custom portfolio builder....