Core Satellite Portfolios Balance Fluctuation
We have long advocated using a combination of Strategic Asset Allocation (SAA) and Tactical Asset Allocation(TAA) portfolios to help to mitigate fluctuations caused by either portfolio. In this newsletter, let’s look at a live example.
Conservative core satellite portfolio
In December 3, 2018: Conservative Core Satellite Portfolio newsletter, we discussed a composite portfolio that was designed to be a trade off between SAA and TAA portfolios. To recap, the portfolio Conservative Core Satellite consists of the two sub-portfolios:
Conservative-Static P_68733 50%
Balanced-Active P_69402 50%
Please login or register an account to view the newsletter