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 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
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
Build a million-dollar investment portfolio by 30
The guys provide a practical roadmap to building a million-dollar investment portfolio for your children.
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.
Podcast #2 – Investing in megatrends & autonomous vehicles
Luke and Albert discuss why they invest in mega-trends, and they bring the topic to life with a conversation about autonomous vehicles.
How to size a position
Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.