Satellite Investment Strategy: Balancing Stability & Growth

The satellite strategy combines a stable "core" (70-80% of your portfolio) with tactical "satellite" bets (20-30%) to optimize risk-adjusted returns:

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Core Assets

Purpose: Stability & long-term growth.

Examples: Broad-market ETFs (e.g., S&P 500), blue-chip stocks, bonds.

Satellite Opportunities

High-Growth Sectors :

AI/Compute : Chipmakers (e.g., NVIDIA), cloud infrastructure.

Low-Orbit Satellites : Companies driving global connectivity.

Energy Transition: Renewable tech, grid modernization.

Catalysts: Policy shifts (e.g., subsidies), breakthroughs (e.g., AI model efficiency).

Execution Steps

Define Core: Allocate to low-volatility, diversified assets.

Target Satellites: Focus on 2-3 high-conviction themes with clear catalysts.

Monitor & Rebalance : Trim winners, cut losses (e.g., -15% stop-loss), adjust allocations quarterly.

Risk Management

Limit single satellite positions to 5-10% of total portfolio.

Hedge core exposure with inverse ETFs or options if volatility spikes.

Why It Works: The core cushions against market shocks, while satellites capture asymmetric upside.

Satellite 🛰️ investment strategy + Fixed investment strategy + Rebalancing portfolio is the strategy that I use to grow my wealth.

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