Podcast #56 – Into the mailbag
In this week’s pod, we dip into the mailbag to answer some listener questions on high valuation companies and diversification across asset classes. We also
Podcast #37 – Managing a portfolio
In this week’s pod, Luke and Albert answer some listener questions on portfolio management and talk about how they approach starting, adding, trimming and sometimes exiting a position
Podcast #18 – Our most significant trades of 2020
The stock market in 2020 has been one of extremes, with a market crash triggered by a pandemic at the start of the year, followed by one of the fastest market recoveries in history. Many stock markets around the world are seeing all-time highs, most notably in the US. In this week’s episode, Luke and Albert take a look back at a few of the trades they made in 2020 that, for whatever reason, have been the most significant for them.
Is the pandemic fever breaking?
As 2020 draws to a close and I consider what next year may hold, it thankfully seems likely that we’ll put the Coronaconomy behind us. A number of strong vaccine candidates are starting to roll-out, and although it’ll take at least a quarter or two, I’m optimistic that by mid-year normal service will largely be restored. In this article, I consider what this could means for my investment portfolio, and why it might be time to trim a few of my ‘work from home’ stocks
How to size a position
Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.