In the first part of this series on core satellite investing, we looked at how two investors in their 20s and 30s could create their own core satellite portfolios to fit their unique goals. This time round, we take a look a David, a lawyer in his 40s, as a hypothetical case study that could serve as inspiration for your own core satellite strategy. This example is for illustration purposes only and your asset allocation should always be based on your own financial needs and objectives. Case study: David (40s) David is a high-flying lawyer with two teenage children. In his 40s, he’s thinking ahead to retirement now that his children are in university. At the same time, he’s planning to purchase a second property in a few years.  Goal 1: Down payment ($800,000) for a second property in 5 years Solution: Syfe Core