Core–Satellite: The Portfolio Blueprint HNIs Should Actually Follow

A portfolio should not be a random collection of products. It should be a structure. The Core–Satellite approach is one of the cleanest ways to build that structure without overcomplicating decisions.

Your Core is stability: diversified allocation designed to survive cycles, protect capital, and keep you consistent. Your Satellites are strategy: focused exposures that can add alpha, diversification, or tactical advantage—without risking the entire portfolio.

This structure prevents two common mistakes: excessive aggression in the whole portfolio, and excessive conservatism that kills growth. It keeps you balanced while still allowing intelligent opportunities.

Truvest Insight:
The core protects; the satellite grows.
 

Disclaimer:
Educational only. Not investment advice.