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 #68 – Structuring the 2022 model portfolio
This week we give consideration to the structure of our model portfolio for next year. These are the companies we believe will achieve market-beating returns in 2022 and beyond. In this portfolio structure episode, we consider the megatrends that are likely to shape the world around us for the years ahead and decide what proportion of the portfolio to devote to each of them.
Podcast #34 – Hype cycles
It can be exciting to invest in new innovations and it’s easy to get carried away with the next big thing. In this week’s pod, Luke & Albert take a look at a few recent Gartner hype cycles and talk about some of the innovations that impact their own investments – past, present and future
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
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.