Captivate Podcast: Core Strength: Portfolio part 1

Core Strength: Portfolio part 1

How to build a core-satellite investment portfolio

A popular approach to investing is to construct a core portfolio of long-term investments. But what investments should go into this core?

We consider the case for stocks, bonds, cash and gold, and how they complement each other.

We also discuss what to look for in an index fund, when to rebalance and what risks are involved in long-term investing.

In the Dumb Question of the Week, we ask who actually decides what companies are included in the S&P 500 index?

Episode topics

  • 00:00 – Introduction
  • 00:42 – Core portfolio
  • 37:04 – Dumb question of the Week: Who decides what companies are in the S&P 500?

Selected links

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