))
Podcast #21 - Model portfolio kick-off
Manage episode 431488489 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.
In today's podcast, Luke and Albert begin the design of a new model portfolio for 2021, containing the companies that they believe will achieve market-beating returns this year and beyond. In this kick-off episode, they consider the megatrends that are likely to shape the world around us for the years ahead, and decide what proportion of the portfolio they would like to devote to each of them.
-----
If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/
Or you can contact the hosts Luke & Albert at
141 episod
Kongsi
