Smallcap growth
Luke and Albert share a large-cap and small-cap model portfolio. If we were starting out from scratch today, this is where we’d start.
Advice for a new investor
Luke and Albert discuss some of the considerations for a new investor, and provide a couple of starting points for research.
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