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"Success is 20% skills and 80% strategy" - so goes one quote. When it comes to investing, investment strategy is perhaps even more crucial. Because it was frequently requested by you in the Wealth Letter survey, today we're talking about the "Satellite Core," a stock or even ETF strategy for building your securities portfolio.
If you have any more questions on the topic, we look forward to an exchange in the comments!
Implementation of the Core Satellite Strategy: In practice, there are all kinds of ways of implementing the strategy, which we do not want to list all of them. After all, you can build your portfolio in this way with a wide variety of asset classes. We would like to give you an example of an ETF strategy so that you can get a feeling of how this could look like in practice. For this we use a simplified World portfolio according to Gerd Kommer and niche ETF's as satellites. All ETF's can be found at Swissquote.
ATTENTION: This is not an investment recommendation, but an example portfolio.
Core: 80% Share of total portfolio consisting of 2 ETFs on 80% World and 20% Emerging Markets
Satellites: 20% Proportion of the total portfolio consisting of 4 niche ETF's at 25% each
The Core Satellite strategy is somewhat uncomplicated to implement, even if it requires some effort. For investors who like to deal with their finances and also a little bit with the markets, it can be an interesting option. Not only as an ETF strategy, but also with shares or other admixtures it can be implemented and is therefore very useful.
How do you see it? Would the investment strategy be something for you, do you follow a completely different strategy or should you Selma but would you rather do everything automatically for you?
Do you have any more questions or suggestions on this topic?
Leave us a comment there!
"Intelligent people learn from the mistakes of others".
We have compiled our top selection for you from all our tests and experience reports:
2 Responses
Should you open an extra deposit for the satellites (think financial flow says each or was it also gambling related)?
a separate custody account is not really necessary for this. depending on the provider, it may be better for clarity - but presumably it was more related to the share of investment vs. speculation