In this episode Vince breaks down where the core and satellite investing strategy came from, why it became so popular, and whether it genuinely adds value for investors. He covers:
👉🏼 what is core & satellite investing?
👉🏽 where the strategy came from
👉🏾 flaws of the strategy
👉🏿 benefits of the strategy
👉🏻 thematic fund return examples & considerations
👉 the Australian thematic landscape
👉🏼 covered calls explained
👉🏽 and his closing thoughts
Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/
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Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
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