facebookAny idea how to create a core-satellite investing strategy with robo-advisors? - Seedly

Anonymous

13 Jul 2020

Robo-Advisors

Any idea how to create a core-satellite investing strategy with robo-advisors?

Came across an article on Syfe about core-satellite investing and am wondering how to go about doing this with robo-advisors? Thinking of getting Syfe's Equity100 portfolio as my satellite but not too sure which robo/portfolio do I use as my core.

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Eliezer

13 Jul 2020

Content & Community Lead at Syfe

Hey anon, that's a great question! You can create a core-satellite investing strategy using Syfe's portfolios if you prefer. Typically, your core should be a diversified portfolio of stocks and bonds at the very least. You can consider our Global Portfolio, an ETF portfolio diversified across asset classes, geographies and sectors.

Another reason why it makes an ideal core is its risk management. Simply put, our ARI algorithm cushions against significant losses when markets fall. The bulk of your investments will experience fewer fluctuations in portfolio value and you'll get a greater peace of mind.

Lin Yun Heng

11 Jul 2020

Senior Analyst at Delphi

If you are thinking of getting Equity100 as a satellite, you can invest into their Global ARI portfolio as a core since it has downside risk management built in. In fact, equity100 was born out of the bedrock behind Global ARI portfolio as an extension for investors seeking more aggressive growth, higher risk-adjusted returns. just my 2 cents :)

I just made a post too regarding the Equity100 which you can check out here

Hope it helps!

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Maybe you do not need a core-satellite concept.

something like VT, VTI, IWDA, VOO or VUSD could be ...

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