Tag Archives: Core Satellite

28Nov/22

Did my Investment Portfolio just TILT?

Behavioral Finance, Fix the Investments, Fix the Investor, Money SkillsAsset Allocation, Core Satellite, ETF, Exchange Traded Funds, Index Funds, Passive Investingwealthkeep

If you’ve read about core and satellite investing, then you may have some familiarity with this well-known approach: The core holding of your portfolio is a big, cheap ETF that tracks aRead More…

20May/19

Industry, Sector and Planetary Rotation

Fix the Investments, Money Skills, Passive InvestingCore Satellite, ETF, Exchange Traded Funds, Passive Investingwealthkeep

“The rotation of the earth really makes my day.” – Anonymous Click here for Core and Satellite Click here for Portfolio…Tilt?

08Jul/18

Money Skills: Work Your Core…and Satellites to Build Wealth

Money SkillsCore Satellite, Estate Plan, ETF, Exchange Traded Funds, Financial Planning, Index Funds, Insurance, IRA, iShares, Life Insurance, Market Timing, Passive Investing, Real Estate, Retirement, Social Security, SPDRs, Tax Advantaged, Tax Deferred, Tax Efficient, Tax Free, Tax Planningwealthkeep

The Fix The Investments Series Anyone who’s ever exercised knows that having a strong, solid core has become the benchmark for overall fitness. This applies to your investments as well. Core-satellite investingRead More…