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