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High-Risk, High-Reward: The Core-Satellite Way
By Syfe  •  November 8, 2021
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....
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By Syfe
Syfe is a digital investment platform that is building the next generation of financial solutions for individuals across Asia ...
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