How would a core-satellite portfolio have suited you?

Six quick questions, then a look back: what would your money have turned into?

What this is about

On eToro you can copy another investor's portfolio. You choose an amount, and eToro repeats their buys and sells in your own account, in proportion. You can also do this with several portfolios at once.

This page is built the same way, only looking back. In the middle is a core, the portfolio of Ludwig Marx. Around it are satellites: other portfolios that round out the mix. How big the core is depends on you. The more risk you are fine with, the smaller it gets.

Core by profile: Safety first 60%, Cautious 50%, Balanced 40%, Growth 30%, Aggressive 20%.

Here is how it works:

  1. You answer six questions about how you handle risk. That sets your profile and the size of the core.
  2. We look through 11 other portfolios for the satellites that would have fit best from January 2021 to October 2026. Then we show what your money would have turned into.
  3. Then the honest part: what would you have picked back then, without knowing what came next? And how would that have gone?

Good to know:

Not investment advice. This page does not recommend copying a portfolio or buying an investment. It calculates what would have happened in the past. Past results are not a reliable guide to future results. Investments can lose value, up to a total loss.

Conflict of interest. Ludwig J. Marx is a Popular Investor on eToro. The core of every calculation on this page is the Ludwig J. Marx portfolio, and eToro pays its owner based on the assets that copy it. The other portfolios belong to third parties who have nothing to do with this page.

Your answers stay in your browser. They are not sent anywhere and not stored.

Monthly values: eToro, fetched 11/6/2026, 9:06:05 AM, up to and including October 2026.