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.
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
Podcast #5 – Alternatives to Tesla
Ahead of Tesla battery day on 22nd Sep, Luke and Albert give their perspective on the renewable energy sector overall.