Investing in companies shaping a better future through technology and innovation

I’m Luke Hallard. I’ve compounded at 22% a year over 23 years by investing in world-class companies committed to shaping a better future — and I transparently publish every change I make to my own portfolio.

Portfolio updates About Luke

Latest portfolio updates

Every month I publish my full portfolio, the changes I’ve made, and the thinking behind them.

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15 August 2026

Portfolio Update (Aug 2026)

Twenty-three years of investing has taught me that spotting a megatrend is the easy part - the money is in the lag before the market prices it, and the discipline to keep holding while it does.

15 July 2026

Portfolio Update (July 2026)

This month, I flagged public safety leader Axon Enterprise as high conviction, and reduced my exposure to India.

13 June 2026

Portfolio Update (June 2026)

I exited Wise over the AML investigations, started a position in Iberdrola, and began building a public-market SpaceX stake ahead of my private stock vesting.

Wall Street Wildlife

The podcast

Luke ‘The Badger’ Hallard and Krzysztof ‘Monkey’ Piekarski bring you a curated digest of investing insights and principles to help you better understand how to make money in the stock market.

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