Core and Satellite Portfolio- for better Investment Planning

Core and Satellite portfolio is an investment strategy. The focus of the core portfolio is goal planning & the satellite portfolio is to boost returns .

Read More : https://www.goodmoneying.com/core-and-satellite-portfolio/

Comments

Post a Comment

Popular posts from this blog

Finding The Right Financial Planner For You

Image
Financial media have been abuzz about the fee-only financial planning phenomenon for several years. Most people don't know where to look for a reputable one and are advised by these media pundits that they choose from a variety of options. This is not the best way to go, I strongly disagree. I believe that the best way to choose such an important advisor is through a recommendation from someone you respect. If you don't think that is an option, I would like to let you know about two organizations that are fee-only financial planners, the National Association of Personal Financial Advisors and the Garrett Planning Network. NAPFA works almost exclusively with wealthy individuals. This is because they are extremely selective and only refer planners who meet their high education requirements  Sebi registered investment advisers . The Garrett Network  focuses on providing services that are billed by the hour and target their advice to middle income folks. The website also contains v
Read more

How Much Money To Invest

Image
Many investors mistakenly believe that they need to invest all of their savings. This is a mistake that new investors need to avoid. You need to determine your ability to invest and map out your financial goals for the long term as well. This article will help you determine how much money you can afford to invest in investments. You should be careful if you plan to use your savings to make investments. You should save at least six months' worth of living expenses and don't use these funds to invest. Do not borrow money to invest and don't dip into your emergency savings account for any investment. You should have a buffer in case of market fluctuations. You may not have enough savings to cover at least six months of your living expenses depending on your financial situation. You may want to reconsider investing if this is the case. Don't be discouraged if your investment amount is lower than you would like after taking out your six-month cushion. Often, investments can
Read more

Find a Financial Advisor

Image
Although it's true that you can manage your personal finances quite well with diligence, willingness to follow a monetary plan, and access to resources online, there are times when a professional financial advisor or planner is necessary. A lack of time or a difficult financial situation could be one example. These situations are extremely important, especially since they involve money and wealth. Therefore, the financial planner hired should be excellent, if not the greatest  new pension scheme . Before you hire a financial planner, find out your primary motivation for using such a service. All financial needs are different. Some people only require advice on their financial plans. Others may need a simple portfolio to help them save for retirement. Or a strategy to balance the company's finances. You will need to determine the type of financial planner you are looking for. You will want someone who is skilled in the areas you have financial needs. This will allow you to narro
Read more