I am the pricipal and Chief Investment Officer of a Registered Investment Advisory firm in Marin County, California. I utilize a Core Satellite strategy with four different risk models.
Core Satellite Portfolio Management
Core/satellite portfolio management is a strategy which builds the portfolio using a large “core” group of investments with a complement of smaller “satellite” positions. SWM uses a combination of dividend paying stocks, no load mutual funds, and exchange traded funds to build the core. The core or foundation of each portfolio is strategically designed for long term investment, with relatively low turnover. The satellite positions are smaller holdings that tend to be shorter term investments with higher volatility than its core holdings. Together, the strategies seek to deliver consistent performance, diversification, and a portfolio with several non-correlating assets.
I Am A Concerned Citizen As Well As A Manufacturing Engineer Heavily Involved In Distressed Real Estate.
Points To Ponder:
Function Derives From Structure.
Debate Is The Distillation Of Reality.
Reality Will Be Reality Whether Believed In Or Not.
Pretending In Dire Circumstance Usually Results In Catastrophe.
Complexity Favors The Sinister.
To Assume Benevolence Is Foolish.
Safety Is A Function Of Awareness.
Pessimism Is "Optimism With Contingency"
I'm a graduate of UCLA with a degree in Economics.
I don't like Communist. I don't like Socialist. I don't like heavy-handed manipulations of our economic system by the government and I absolutely detest the massive fraud that is currently being perpetrated by Ben Bernanke and Timothy Geithner. I see a day when these two, in particular, will be serving long sentences at Federal Prison.
It is my firm believe that what we are seeing is the greatest fraud in the history of the world, to paper-over a major financial collapse that occurred on/about September 2008.
I have little faith in our current government and I consider it a "regime." There is a big difference in "democratic elections" and "representative democracy." Our Congress is nothing more than an elected "Politburo," passing laws and enriching a corrupt elite.
I have a strong inner-faith in the American people to get through the future turmoil we will face, and get back to the foundations that "made" our country great.