Rask Invest - nominate your Satellite exposures

Hi all!

We’re planning to launch Rask Invest “Custom” in the next few months and we need your help. So tell me, what’s in your satellite?

Remember: custom Satellite holdings can’t overlap with your Core Rask Invest strategies (e.g. if IVV is inside Jupiter, we can’t make it an overlapping satellite as well).

How it’ll work from here:

  • The team and I will research ‘best expressions’ for a given exposure

  • We’ll keep exposures simple (e.g. one ETF, LIC or share)

  • We’ll start with a limited menu (e.g. 5-10 exposures)

  • Once available, you’ll be able to configure your exposure inside your Rask Invest dashboard

So far on our list, we have:

  1. Bitcoin exposure

  2. AI exposure

  3. Cloud compute

  4. Rising healthcare costs

  5. Cybersecurity

Will Rask launch an active strategy?

Lately, given how well we’ve performed, we’ve been asked, and talked about internally, if we’ll be launching an active strategy of our own.

The answer is a firm ‘maybe’.

My plan is to make Saturn, our highest growth core, much more punchy in the next 12 months than it is today (especially if/as markets become more frothy).

Jupiter, shown below, will also have some elements of active, factor, quant or systematic exposure. But right now, Saturn is my priority (and having it inside Saturn protects our IP a little better).

Of course, once our FUM (we’re still small) and track record (already taken care of) permits it, we’ll come back to you for more bespoke portfolios. I’d love to launch an unlisted fund, especially in mid cap Australian shares (during the next small cap slump!) - mostly for my own money!

Have at it in the comments below.

Owen


P.S. we already create custom portfolios for our financial advice clients.