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Combined ETF and Equities portfolio

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Combined ETF and Equities portfolio

Hi James Great news about the new ETF portfolio especially since they are all ASX based. Does it make sense to have an ETF portfolio similar to that presented by MM as a core investment with a number of additional equity investments as satellites. I am considering these satellite equities to be ASX200 high dividend stocks which I know will unbalance the A200 ETF somewhat. Cheers Rodney

Answer

Thanks Rodney,

Simple answer is yes it can in principle, the core and satellite approach is a well-trodden strategy that many employ.  The Core ETF Portfolio that we launched last week is designed to be a low cost ETF portfolio that could serve as a the ‘bedrock of a well-balanced approach.

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