Veytics Intelligence
2026-10-07 · Yahoo

How to build a portfolio that wins in any market

Catalyst Funds Chief Investment Officer David Miller and Washington Crossing Advisors Senior Portfolio Manager Chad Morganlander break down the core-and-satellite strategy for long-term investing. Video Transcript 00:00 Speaker A I'm always in the camp as an as an investor that you got to you got to own a core portfolio of whatever those names are in your core, right? You do your own homework. I know what my core is. I've had my core, I'll keep my core. You know, you might trade around the core a little bit, but I tend to just buy and hold, right? Unless the unless the thesis changes for even if the market cycles down, right? 00:20 Speaker A Like when Microsoft when it cycled down, the thesis for Microsoft didn't change.

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