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Covestor Radio, EPN News, Investing

Covestor Radio – Episode 13: Core-Satellite Investing

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Posted: June 22, 2014 at 2:47 pm   /   by   /   comments (0)

Kimberly Clouse

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about building your investment portfolio, using a Core and Satellite approach.

Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.

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Listen to host Eric Dye & guest Kimberly Clouse discuss the following:

  • Let’s talk about the “Core” portion of a portfolio.
  • How is the “Satellite” different from the “Core”?
  • On a previous episode of Covestor Radio, we discussed the investment concepts of Beta and Alpha. How are Beta and Alpha different than Core and Satellite?
  • What are the benefits of an investor using a Core-Satellite approach?

TIP:  Asset allocation is the mix of assets in a given portfolio and remains the most important decision that an investor makes.   Asset allocation is the greatest determinant of portfolio outcomes.   Time-tested research concludes that asset allocation accounts for over 90% of the variation in returns in a portfolio, with market timing and security selection accounting for the remainder.

About Kimberly Clouse

Kimberly Clouse is Advisory Board Chair at Covestor, a registered investment adviser and an online marketplace for investing.

Passionate about empowering financial consumers, Kimberly works with individuals, families and foundations to help them navigate the increasingly complex world of investment advice and make more informed financial decisions.

She previously served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Hale and Dorr Wealth Advisors. Earlier in her career, she worked for United States Trust Company, J.P. Morgan and Goldman Sachs.

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Links: Covestor.com

Note: All opinions included in this radio episode are as of [June 19, 2014] and are subject to change. The opinions and views expressed herein are of Kimberly Clouse. All investments involve risk, the amount of which may vary significantly.

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