we explore the strategy which makes you understand about the strategy and helps you find the right strategy in the way of alpha generation. The core strategy, which is described by name itself, fundamental and principal are in nature stable, low beta fund, low risk and possess long term growth potential. It uses passive strategies like index funds, ETF, and stocks that generate returns consistently over the long term. The satellite strategy is basically a high beta and high-risk fund, actively managed as per the current market trend to generate higher returns, like small caps. These strategies are used to balance between stability and higher returns. Let’s dive into the deep to understand better about the strategy which I have classified as per age. I believe young age has more time to be in the market, more years to take risk than middle and older age. A ideal Investment horizon for 15 to 20 years. For portfolio allocation ratio, find the link to read our blog before investing: https://www.wealthplys.com/blog-detail.php?slug=core-satellite-an-alpha-generating-strategy-in-the-long-run.
2 Large Cap, 1 Mid Cap, 1 Small Cap, 1 Global Fund
