Core and satellite strategy
This strategy relies on dividing the portfolio into two main parts: the core, which constitutes approximately 80% of the portfolio and invests in stable, low-risk assets, and the satellites, which make up 20% and invest in high-growth assets to enhance returns. The core provides long-term financial stability, while the satellites allow for capitalizing on high-yield investment opportunities. This strategy is ideal for clients who wish to achieve a balance between financial security and investment growth.