Enjoy the reliability of low-cost core index ETFs with the added flexibility of carefully selected satellite holdings, designed to target specific market opportunities. Let us handle everything for you.
At Stockspot, our core-satellite investing strategy blends the reliability of low-cost core index ETFs with the flexibility of selective satellite strategies. This method benefits from the broad market exposure of our core ETF portfolios, while our carefully chosen satellite options give you the control to capitalise on specific market opportunities.
Maintain the overall consistency of your portfolio with our low-cost core index ETFs, ensuring dependable, broad market exposure.
Gain flexibility and targeted exposure to specific sectors or Themes that align with your market interests.
Low cost
Our portfolios have lower fees and have historically achieved better long term returns than most actively managed diversified funds.
Flexibility
Personalise your investment strategy with satellite investments that align with your market interests and goals.
Investing is done for you
Benefit from a hands-off investment approach that we manage for you, suitable for all experience levels.
Controlled risk
Maintain your portfolio's overall reliability with our low-cost core index ETFs, while also enjoying the flexibility and choice to align with your market interests.
Expert advice
Our investment advisers are on hand to help as much or as little as you need.
Select from a variety of satellite options to diversify your portfolio and target growth.
Step 1: Choose from one of our 10 core portfolios
Step 2: Satellite options (Stockspot Themes)
Choose from one of the pre-mix Themes bundles or choose your own Themes.
Stockspot is Australia's first and largest online investment adviser specialising in ETFs. We can help set up and manage an ETF portfolio tailored for your goals. There's no paperwork and no need to be an expert.
Already a client? Activate your Themes in your Dashboard.
The minimum is $50,000. This is to ensure you have enough exposure in all the core asset classes before introducing specific market interests.
We have selected ETFs which offer low-cost, transparent and liquid exposure to asset classes, sectors and market factors that compliment the Stockspot core portfolios.
Stockspot Themes enable you to choose areas of the market you want a greater focus on in your portfolio offering you more control and personalisation. For example you might want additional exposure to certain geographic regions (such as China or the U.S.), asset classes (global property or bonds), or market factors (small companies, dividend shares or socially responsible shares).
If you are investing $50,000 or more, you can select your chosen Theme/s when you create your account. If you already have a Stockspot portfolio, you can add or change Themes via the Your Investment section of your dashboard.
We optimise Themes in your portfolio so there's nothing you need to do. Each Theme will typically contribute between 5% and 10% of your overall portfolio once fully implemented.
You can add a pre-selected Themes bundle or maximum of 3 individual Themes to your portfolio.
