Core and Satellite

Core and Satellite

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2 Responses

  1. Avatar Al Cam says:

    Interesting article, and thanks for pulling it together.
    It seems like CS is good framework for your approach – did you set out to follow CS or does it just happen to be a good fit for your approach?
    The only other place I recall seeing CS described is in the 2nd Edition of Jason Butlers Wealth Management book for the FT Guides series. For information, he too uses schematics from Vanguard!

    • Mike Rawson Mike Rawson says:

      I’ve always liked the idea since my MBA (early 90s) but I didn’t have enough money to put it into practice. Also platform, fund and transaction costs were high.

      So I probably got into it seriously after the 2006 pension reforms, and I’ve been analysing things more closely since I started this blog (2014). It suits me, but it might be too complicated for a lot of people.

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Core and Satellite

by Mike Rawson time to read: 3 min
More in Assets, What works
Stock Screeners May 2020
Stock Screeners May 2020

Today's post is the regular monthly update on the outputs produced by our stock screeners.