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EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay
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…
The skinny
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