809 core & satellite investing: smart strategy or overhyped?
FEB 26, 202631 MIN
809 core & satellite investing: smart strategy or overhyped?
FEB 26, 202631 MIN
Description
<p>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:</p><br><p>ππΌ what is core & satellite investing?</p><p>ππ½ where the strategy came from</p><p>ππΎ flaws of the strategy </p><p>ππΏ benefits of the strategy </p><p>ππ» thematic fund return examples & considerations</p><p>π the Australian thematic landscape</p><p>ππΌ covered calls explained</p><p>ππ½ and his closing thoughts</p><br><p>Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: <a href="https://lifesherpa.com.au/" rel="noopener noreferrer" target="_blank">https://lifesherpa.com.au/</a></p><br><p>Watch this is investing on Youtube: <a href="https://www.youtube.com/@thisisinvesting" rel="noopener noreferrer" target="_blank">https://www.youtube.com/@thisisinvesting</a></p><br><p>Learn to be a better investor with The Quick Start-Guide to Investing: <a href="https://amzn.to/3QNNrbv" rel="noopener noreferrer" target="_blank"> </a><a href="https://www.moneypodcast.com.au/store" rel="noopener noreferrer" target="_blank">https://www.moneypodcast.com.au/store</a></p><br><p>Have a question or topic for the show? Post it in our<a href="https://www.facebook.com/groups/m3.podcast" rel="noopener noreferrer" target="_blank"> Facebook group</a>.</p><br><p>To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.moneypodcast.com.au/mmmshownotes" rel="noopener noreferrer" target="_blank">click here</a>.</p><br><p>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.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>