Podcast #37 - Managing a portfolio

At Telescope Investing, we believe that individual investors have an advantage over the professionals - they don't have to answer to anyone but themselves, and can more easily invest for the long-term without the need to 'beat their benchmark' every quarter or year. Thinking long-term helps minimise excessive trading, which often results in lower returns, whether it's from trading fees, buy-sell spreads, high short-term capital gains taxes, or more likely missed gains.

In this week’s pod, we answer some listener questions on portfolio management and talk about how we approach starting, adding, trimming and sometimes exiting a position.

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Or you can contact the hosts: LukeTelescope AlbertTelescope