Podcast #22 – Model portfolio first half
In this week’s episode, Luke and Albert reveal the first half of their model portfolio for 2021, covering the megatrends of e-commerce, fintech, medtech and entertainment. They also answer a listener question about one of the best problems to have as an investor – what to do when one of your stocks grows to become an oversized position within your portfolio
Podcast #20 – 2020 model portfolio review
In the first episode of the new year, Albert and Luke review the Telescope Investing 2020 model portfolio in-depth, and try to understand how it’s outperformed the market by such a substantial margin. They walk through the stocks included, explain why they were chosen, but more importantly discuss the principles that guided the design the portfolio, to inform planning for the new 2021 model portfolio that’s due to launch in January
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
Build a million-dollar investment portfolio by 30
The guys provide a practical roadmap to building a million-dollar investment portfolio for your children.
How to size a position
Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.