Transfer of Gains from Satellite to Core Portfolio
Summary
- Investors can transfer gains from a satellite portfolio to a core portfolio.
- The transfer of gains is a one-way process and cannot be done in reverse.
- This constraint helps to protect excess gains in the core portfolio.
Key Facts
- · Satellite portfolio
- · Core portfolio
- · One-way transfer of gains
- · Protection of excess gains
Why it matters
This concept is important for investors to manage their portfolios efficiently and protect their gains.
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