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
What’s on my watchlist currently?
Luke shares details of a couple of the companies he watching right now, and discusses some of the sources he uses for investment ideas.
How to size a position
Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.