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Launching The Core-Satellite Dossier: Defensive Positioning For 2020

Mar. 02, 2020 10:00 AM ET3 Comments


  • We're excited to announce the launch of the "Core-Satellite Dossier" Marketplace Service right here on Seeking Alpha.
  • The service caters to active and semi-active investors with long-term time horizons that also can appreciate an interesting tactical trade idea.
  • Our coverage across asset classes seeks to pick out the best funds for a particular market exposure while also highlighting actionable opportunities in stocks that can help drive excess returns.
  • The Core-Satellite Dossier uses a data-driven approach to offer model portfolios, exclusive ideas, a weekly newsletter, supported by powerful analysis.
  • We have a generally bearish outlook on equities for the year ahead and recommend investors increase exposure to fixed income.
  • Looking for a helping hand in the market? Members of Core-Satellite Dossier get exclusive ideas and guidance to navigate any climate. Get started today »

Editors' Note: This article is meant to introduce BOOX Research's Marketplace service, the Core-Satellite Dossier.

BOOX Research, in partnership with Harrison Schwartz, is launching the "Core-Satellite Dossier" Marketplace service. With a publishing history of more than 600 articles between the two of us on this site, we connected as authors sharing not only a similar writing style but also a common market outlook and investing philosophy.

In our discussions, we recognized a need in the community based on follower feedback to bring everything together and formulate a full investment approach. What we mean by this is that beyond simply covering a stock or ETF with an opinion, we want to present a framework for how these ideas can fit within a diversified portfolio.

We came up with the Core-Satellite Dossier which is based on the academically recognized core-satellite portfolio construction method. The idea here is to combine a passive diversified "core" with a more active "satellite" for tactical exposure to help manage risks and potentially generate excess returns.

We use a data-driven approach to sort through4,000 ETFs/CEFs along with 16,000 U.S. stocks/ADRs to find the best trade ideas.

  • The Dossier highlights the best-in-class funds that can serve as the core or foundation to a diversified portfolio to track the market with a superior risk-adjusted return profile.
  • We also go a step further to present unique trade opportunities in stocks that can help add alpha through a smaller tactical position or satellite allocation.

Highlighting the Best-In-Class Funds

For the core group, we like diversification and that means going beyond the basic "60/40" approach. We identify the highest quality funds by asset class including equities and fixed-income across all market segments that can be used to build a higher-quality portfolio.

We break down the universe of ETFs to explain why a

This article was written by

Dan Victor, CFA profile picture

Dan Victor, CFA is a market professional with more than 15 years of investment management experience across major financial institutions in research, strategy, and trading roles.

Dan leads the investing group Conviction Dossier, where his focus is on helping investors stay ahead of market trends and inflection points. Dan’s investing vehicles of choice are growth stocks, tactical exchange-traded funds, and option spreads. He shares model portfolios and research to help investors make better decisions, via his Investing Group’s active chat room.

Analyst’s Disclosure: I am/we are long GDX. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The author is long and or short various stocks and ETFs mentioned in the article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (3)

peace 2 u profile picture
Two thoughts:

1. Everyone that pitches an investment program to me loves to show how great their previous picks were. I would like to see information on the losses. No batter hits a home run every time; none even manage to get on base every time. I would like to see information on the misses and why they were misses.

2. I could not find the price for joining.

Thank you.

Just a thought or two.
Dan Victor, CFA profile picture
@peace 2 u The value of our MP service is that we are able to provide timely updates on previous coverage. So if there was a stock or fund we were bullish/ bearish but our thesis changed, we can inform members with a new rating etc.. So you're right that not every pick is going to be a winner, but our response is that sometimes knowing when to fold is the best play. Our plan is to track everything in terms of performance so members have a clear view of why something is working or not. I agree with you that accountability is important.

I'm updating the article with price information. The plan options are explained once you click in. Go ahead and do the free trial and send me a message on a stock or fund to cover with an article. It's only for paying members but ill make an exception for you. As far as I know, no other MP service has that feature. Good Luck
Chris Lau profile picture
@peace 2 u You'll find out soon enough. In a prolonged correction, some services will lose subscribers. They've got several thousand so the loss is minimal.

Over on my end I keep a historical log of calls so everyone learns from my mistake (and past losses).
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