Luke Hallard - 7investing | Weeding out the losers and watering the winners
How can the allocation of your portfolio make or break your financial future? Luke Hallard from 7Investing delves into the intricate world of portfolio structuring and investment strategies, sharing his personal experiences and insights. Luke has a unique approach to portfolio allocation, which combines core and growth investments.
We take a closer look at how companies - from well-capitalized tech giants like CrowdStrike to innovative international banking platforms like Wise - are weathering the storm. We'll unpack why free cash flow is paramount in determining a company's sustainability amidst uncertainty and discuss the importance of a well-understood investment thesis while allocating only 2% of a portfolio to each new position.
Check out Luke's full tweet that this episode was based on at: https://twitter.com/7LukeHallard/status/1676523807639576577?s=20
Blog post available at: https://www.stocksforbeginners.net/blog/hallardjuly2023
Phil's Linktree: https://linktr.ee/phil_muscatello
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