Core-Satellite Portfolio Strategy Planner

Welcome to the Core-Satellite Portfolio Planner

This tool helps you plan your investment strategy using the **Core-Satellite approach**. This strategy aims to reduce risk and provide stable returns by investing a significant portion of the portfolio in passively managed, broad market index funds (the "Core"), while a smaller portion is actively managed with higher-risk, higher-reward investments (the "Satellites").

Use the tabs above to input your investment details and calculate your portfolio allocation.

Click "Next" to begin planning your portfolio.

Core Portfolio Inputs

The Core typically consists of low-cost, broadly diversified index funds or ETFs. This section helps define your core allocation.

Total Investment Amount ($):

Core Portfolio Percentage (%):

Core Expected Annual Return (%):

Core Portfolio Risk Level:

Satellite Portfolio Inputs

Satellites are designed to enhance returns or provide exposure to specific market segments. You can define up to three satellite investments.

Satellite 1

Name (e.g., Emerging Markets):

Percentage of Satellite Portfolio (%):

Expected Annual Return (%):

Risk Level:

Satellite 2

Name (e.g., Real Estate):

Percentage of Satellite Portfolio (%):

Expected Annual Return (%):

Risk Level:

Satellite 3 (Optional)

Name (e.g., Commodities):

Percentage of Satellite Portfolio (%):

Expected Annual Return (%):

Risk Level:

Review Your Inputs & Calculate

Please review the details below. Once confirmed, click "Calculate Portfolio" to see your projected Core-Satellite strategy.

Portfolio Strategy Summary

Detailed Allocation

Component	Allocation ($)	Allocation (%)	Expected Return (%)	Risk Level

Overall Portfolio Expected Annual Return:

Overall Portfolio Risk Level: