DiscoverRask Invest LIVEHow to build a Core & Satellite ASX portfolio (ETFs + shares)
How to build a Core & Satellite ASX portfolio (ETFs + shares)

How to build a Core & Satellite ASX portfolio (ETFs + shares)

Update: 2024-09-18
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Rask Invest LIVE is back! Welcome to episode 7 of Rask Invest LIVE, with your host Owen Rask, Chief Investment Officer of Rask Invest.

Today's episode is: How to build a Core & Satellite investment portfolio (ETFs + shares)

Topics covered in Rask Invest LIVE today, include:

- Using ASX ETFs to build a core portfolio

- ETFs to grow wealth in the Core

- ETFs for retirement

- Using a checklist for investing

- Shares & thematic ETFs in the Satellite

- Transitioning a portfolio over time

- Adding property to Core + Satellite

- Rebalancing an ETF portfolio

~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Use Pocketsmith to track your portfolio (save BIG): https://bit.ly/R-PocketSmith

Invest in your own ETFs with Pearler (free trades): https://bit.ly/Pearler

Let Navexa track your portfolio (save 20%): https://bit.ly/track-stocks

Join SuperGuide for retirement guides (save): https://bit.ly/rask-guide

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting for investors: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00


DISCLAIMER: This video contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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How to build a Core & Satellite ASX portfolio (ETFs + shares)

How to build a Core & Satellite ASX portfolio (ETFs + shares)

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