EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay

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Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that’s left is for us to finish the components of the core, and decide what to do with Afterpay!

In this episode, we:

  • Review current satellite portfolio and decide if we want to sell
  • Review your feedback on the last two episodes
  • Determine our starting position in cash; starting position in portfolios
  • Decide our weighting for core portfolio
  • How much cash in the core portfolio
  • Acknowledge your stock submissions
  • Introduce you to the concept of Expert Watchlist

Remember, you are part of our investment committee, so submit your thoughts and stock recommendations via our social channels or email.


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