Luis Plata Vargas @lplata: "Weekend Reflection: The 70/30 Rule..."

Australia

Weekend Reflection: The 70/30 Rule for Peace of Mind 🧘‍♂️📈 Welcome to all the new followers and copiers who have joined us recently! This weekend, I wanted to talk about the psychological side of investing. A lot of people avoid the stock market because they think it’s like a casino—staring at charts all day, stressed about every red day. That’s why I built my strategy around a strict 70/30 Core-Satellite framework: 🛡️ The 70% Core: This is our sleep-at-night insurance. Broad-market ETFs like $VOO (Vanguard S&P 500 ETF) and $IDEV (iShares Core MSCI International Developed Markets ETF), alongside gold. It ensures we are automatically invested in the world's greatest companies and protected against market shocks. 🚀 The 30% Satellite: This is where we capture asymmetric upside. High-conviction themes like semiconductors ($SMH) and market leaders transforming global mobility ($UBER). By keeping 70% of our capital in heavy-duty diversification, we earn the right to be aggressive with the other 30% without risking our financial foundation. Combined with our disciplined 12-month minimum holding period, this strategy removes emotion from the equation, keeps our tax bill optimized with the ATO, and lets us focus on our daily lives while our capital works silently in the background. Investing shouldn't be stressful. It should be a system. Have a great weekend, rest up, and let's get ready for when the opening bell rings on Monday! 🚀 #InvestingMindset #CoreSatellite #FinancialFreedom #PassiveInvesting #SmartMoney Disclaimer: Past performance is not an indication of future results. Invest responsibly.

Not investment advice. The author may have financial interests in the mentioned instruments.

2 Mentioned

VOO

Vanguard S&P 500 ETF

IDEV

iShares Core MSCI International Developed Markets ETF

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