January 22, 2025

Diversifying Your Investments with the Core Satellite Approach

32 minutes

What makes a solid investment strategy?

Kirk Loury, Portfolio and Wealth Strategist at MCM Wealth unravels the complexities of the core satellite portfolio structure. Discover how this approach balances risk and growth by blending a stable core with dynamic satellite investments for long-term success.

Kirk discusses:

The basic principles of the core satellite portfolio structure

The importance of distinguishing short, mid, and long-term portfolios

Why the core holds stable assets like S&P 500 Index funds

Examples of satellite investments, including cryptocurrency and emerging markets

And more

Connect with Kirk Loury:

MCM Wealth

Advisable Wealth Engines

LinkedIn: Kirk Loury

[email protected]

Direct Line: 609-759-0404