LibraryScenariosHow core-satellite investing strategies blur investment discipline
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.

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More people experience this than they realize.

What we've seen

Partial compromise between approaches creates confusion about true strategy.

Ideas that help explain it
Worth thinking about

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

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