Core Portfolio Strategy – Debt and Equity
Dalal Street Investment Journal|January 20, 2020 - February 02, 2020
While planning for your financial goals, you would always expect the investment portfolio to provide linear returns for achieving your financial goals; however, the markets are not that kind to the investors.
Core Portfolio Strategy – Debt and Equity

In the era of globalisation, a news event in one part of the world carries the potential to impact the markets in the other part. Thus, the investors must aim to mitigate the investment risk to the possible extent. With this investment objective, financial advisors advise to follow core-satellite investment strategy, wherein, the core of your portfolio is invested in stable asset classes and investments, while the satellite component can provide a cushion to the returns, generated by adopting a relatively aggressive investing strategy. The main investment objective to adopt a core-satellite strategy is to maintain a diversified portfolio, helping the investors to mitigate the investment risk. The proportion of core and satellite within the investment portfolio may be different for different investors. Further, as one move from the core towards the satellite portion, the investment style turns relatively aggressive in order to generate higher alpha and also, generate higher average returns for the portfolio.

هذه القصة مأخوذة من طبعة January 20, 2020 - February 02, 2020 من Dalal Street Investment Journal.

ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.

هذه القصة مأخوذة من طبعة January 20, 2020 - February 02, 2020 من Dalal Street Investment Journal.

ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.

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