A Guide To Core/Satellite Investing

A Guide To Core/Satellite Investing

The essence of Core/Satellite portfolio strategy is that regardless of the specific investments chosen to fulfill the asset allocation, three elements such as cost, portfolio volatility and investment returns are the underlying considerations. A brief review of each area provides additional insight.

Investopedia explains this strategy in detail.

Vanguard provides their own view on core/satellite approach of portfolio construction https://institutional.vanguard.com/iam/pdf/ICRCS.pdf

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Posted in Asset Allocation, Portfolio Investment

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