The H&A Core-Satellite Portfolio
Capture the best of both worlds
Solid equity-based growth with a reduced risk profile.
Its purpose is to achieve high capital gain potential among a select group of ETF’s that are expected to grow at a rate faster in relation to the overall stock market, while offsetting the higher risk profile with a fixed-income component.
Core/Satellite vs Vanguard Balance
1/2013 – 1/2020 (back tested performance)
*Returns net after fees (2.1%). Illustrated returns are back tested and are not guarantees as to future performance.
The Core maintains a static 50% equities/50% bonds allocation. The Satellite utilizes top 6 sectors in equal 5% weighting with monthly sector rebalancing.