The Core-Satellite Portfolio (June 30, 2019)
Below is an overview of some of the major portfolio management metrics I use to make portfolio management decisions. This includes my Strategic Asset Allocation, Passive vs. Active holdings, Income, and Growth. My intentions are to update this on a quarterly basis. This section will continuously evolve as the portfolio grows over time.
Strategic Asset Allocation
This is a general investment guideline for what I want my current asset allocation to look like. Given that I am in the accumulation phase of wealth management I don’t expect to always fall within these guidelines. I have a fairly aggressive asset mix and anticipate this to shift to a more moderate allocation as I get older. However, I will likely continue to hold a significant percentage of funds in equities. This section meant to give my readers a high level overview of how I currently allocate my investment savings to achieve financial independence – the ultimate financial goal IMO.
Below is the current asset class allocation of my investment savings.
The table below breaks down my active holdings as a percent of the Satellite Portfolio as well as the entire Core-Satellite Portfolio.
|Tier 1 Assets||% of Portfolio|
|Money Market Fund||10.99%|
|Active Equity Satellite||% of Portfolio||% of Equity Satellite*|
|Total Equity Satellite||32.34%||100%|
|Passive Core Positions||% of Portfolio|
|Total Core (Index Funds & ETFs)||56.68%|
|Total Portfolio Value||100.00%|
** I consider 10% a full allocation in the equity satellite