Financial goals can be milestones like buying a new house, building a retirement corpus or simply building long-term wealth. To achieve them, one must preserve as well as grow. Preserving is important to reduce risk of losing capital, while growing is important to reduce risk of losing buying power over long term.

β€˜Portfolio Health’ is a tool based on the core-satellite approach that analyses your smallcases portfolio & helps you mitigate both these risks. Check it regularly on your Investment Insights

Preserve with a solid core:

  • Build a solid, low-risk and stable foundation with the All Weather Investing smallcase. This is the core of your portfolio

Grow with potential satellites:

  • Slow moving satellite mostly consist of large-cap stocks with an objective to beat the market. They are riskier than your core portfolio

  • Fast moving satellites mostly consist of mid & small-cap stocks and are riskier than slow-moving satellites

Further reading:

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