Portfolio % Split between Core (US and Asia) and Satellite

Questions › Category: Portfolio Management › Portfolio % Split between Core (US and Asia) and Satellite

Matthias Mar asked 3 years ago

May I check for a 100% portfolio, how many percentage is split into the core (US and Asia markets) and how many percent is allocated to Satellite portfolio stocks? Thanks

1 Answers

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Rusmin Ang Staff answered 3 years ago

Hi Matthias, In term of geography, it is 60% US and 40% China. For Core and Satellite, the split is 85% and 15% respectively.

Meili Lee replied 2 years ago

What does Core and satellite mean?

Rusmin Ang Staff replied 2 years ago

Core portfolio only invests in extremely high quality businesses with strong moat and long runway. Satellite portfolio seeks to invest in stocks could include quality companies that fall outside our core holdings, hypergrowth stocks, situational plays, or turnarounds. The latter is more volatile. If you’re Alpha member, you can read them in our portfolio page :)