Discovering the satellites - what are the satellites in a core-satelite strategy? - Episode 198
Financial Autonomy · Paul Benson
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Show Notes
As regular listeners would know, here on the podcast we follow the framework set out in the Financial Autonomy book. One of the pathways in that framework is stocks and within that section, I explore the Core-Satellite strategy in some detail. It's a strategy we use a lot with clients and you've possibly heard me refer to it several times.
In this week's episode, we're going to dig in a bit to the satellite component of this strategy. What constitutes a satellite, why have satellites at all, and how much should you allocate to a satellite?