Periagoge
Scenario

How core-satellite investing strategies blur investment discipline

I started with index funds but keep getting tempted to buy individual stocks when I read about companies I think will do well, and I cannot tell if this is smart diversification or dangerous speculation.

More people experience this than they realize.

What we've seen

Partial compromise between approaches creates confusion about true strategy.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Index funds vs. active investing?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.