Model portfolio first quarter review – beating the market by 17%
Luke undertakes a first quarter review of the Telescope model portfolio, created in July, and provides a few thoughts on how he might do things differently today
Podcast #8 – Investing in the trend of mobile working
Working from home has been one of the hallmarks of the Coronacomony, but the nature of work was already changing. In this week’s episode, Luke & Albert talk about the drivers and the impacts of an increasingly mobile workforce and share their stock tips for this megatrend.
Podcast #2 – Investing in megatrends & autonomous vehicles
Luke and Albert discuss why they invest in mega-trends, and they bring the topic to life with a conversation about autonomous vehicles.
How to size a position
Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.