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

Asked on 11 Jul 2020

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
Eliezer, Content & Community Lead at Syfe
Level 6. Master
Answered on 13 Jul 2020

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.

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Yh.lens
Yh.lens, Writer at Investing Beanstock
Level 6. Master
Answered on 11 Jul 2020

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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Question Poster

12 Jul 2020

Ah I see got it, thanks alot!
Eliezer
Eliezer

13 Jul 2020

Thanks for the review on Equity100! Glad you find the portfolio suited for your investing needs :)
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Frankie Rappaport
Frankie Rappaport
Top Contributor

Top Contributor (Aug)

Level 9. God of Wisdom
Answered on 11 Jul 2020

Maybe you do not need a core-satellite concept.

something like VT, VTI, IWDA, VOO or VUSD could be all You

need in stock investing.

what to avoid, here:

https://seedly.sg/questions/what-is-your-general-investing-philosophy-strategy

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