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Podcast #20 - 2020 model portfolio review
Manage episode 431488490 series 3589623
Kandungan disediakan oleh Krzysztof and Luke. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Krzysztof and Luke atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
At Telescope Investing, we believe that the journey to building wealth and financial independence is actually pretty straight-forward. It’s really not much more complicated than finding good quality companies, that are operating in growth areas, and investing in them for a long time.
Last July we created a ‘model portfolio’, our best ideas for new investment at that time. In the five months since inception, it’s generated a 40% return. Over the same period, the S&P 500 has returned 16.5%.
In the first episode of the new year, we review the model portfolio in-depth, and to try to understand why it’s done so well. We walk through the stocks we included, explain why we chose them, but more importantly we discuss the principles that guided us as we designed the portfolio.
The year-end position for the model portfolio is detailed at the Telescope Investing website: https://telescopeinvesting.com/podcast-20-2020-model-portfolio-review/
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