EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay Equity Mates Investing Podcast

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 sellReview your feedback on the last two episodesDetermine our starting position in cash; starting position in portfoliosDecide our weighting for core portfolioHow much cash in the core portfolio Acknowledge your stock submissionsIntroduce you to the concept of Expert Watchlist
Remember, you are part of our investment committee, so submit your thoughts and stock recommendations via our social channels or email.
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