Our investment plan for 2021
At Telescope Investing, we’re firm advocates of the long term buy and hold approach. We try our best to make sense of the world, and then to make forecasts about the needs and demands of the world a year or ten years from now, and then we try to find the companies that we think are best positioned right now to serve that need.
In this article, Luke describes how these principles were used to create the 2021 model portfolio
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
Is Zoom doomed and are they shutting up shop at Shopify?”
The Coronavirus pandemic has accelerated the take-up of e-commerce and remote working across a broad range of society, as many people have been forced to shop, and to work, online. Luke looks ahead to what a post-Covid world could look like for his Coronaconomy investments
MercadoLibre earnings review
Luke reviews MercadoLibre’s blowout Q3 2020 earnings, and provides his own rationale for adding to his current position
Podcast #11 – Alternatives to Amazon
After Amazon announced another record quarter last week, it’s easy to lose track of the other companies helping the world to shop online. In this week’s episode, Luke and Albert take a look at four other e-commerce companies experiencing the tailwinds of online shopping during the coronavirus pandemic, and consider what the future holds for them
Podcast #10 – Dividend debate
Luke and Albert debate the merits of owning dividend vs growth stocks. With differing viewpoints, they present their cases for and against dividends, and somehow someone brings up the subject of vegan sausage rolls. No Trump mute button was needed during this debate
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
How to size a position
Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.