The Core-Satellite Portfolio (June 30, 2019)
Strategic Asset Allocation
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. The below graph shows 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
Note – I began building this portfolio in 2014 before starting this site. As a result, many of my current holdings were not published and are not included on the performance tab. Moving forward all new thesis’ will be published and overtime I expect my holdings and published ideas to converge.