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


There’s a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow 7 advisers, 7 principles and 7 monthly stock picks on your own terms, with better returns, using your own personal style. 7investing are there for you. They want to invest for the long haul, in great companies with great leaders who can compound capital for years.


7investing are pleased to offer listeners of this podcast a free trial for a week and 33% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your absolutely free trial and 33% discount on the annual premium plan. Use the promo code stocksforbeginners.


Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.


Hosted on Acast. See acast.com/privacy for more information.

More from Stocks for Beginners

  1. 27:04A Bell for Maury's Bicycle | An introduction to saving and investing for kidsDec 05, 2023
  2. 40:11Laks Ganapathi - Unicus Research | Short ShenanigansNov 26, 2023
  3. 28:13Lawrence Carrel | Investing in Dividends for DummiesNov 20, 2023
  4. 37:11Will Nutting - Nutstuff | The Defense, Midfield, and Attack of your PortfolioNov 13, 2023
  5. 40:58Tim Calise - Leveling the Field | Shifting Investment GearsNov 06, 2023
  6. 39:06Gary Brode - Deep Knowledge Investing | The Magnificent Seven are riding out of townOct 30, 2023
  7. 32:59Steven Cress - Seeking Alpha | Small caps and AIOct 23, 2023
  8. 39:35Erik Smolinski - esInvests | The Frailty of My Investing PlanOct 15, 2023
  9. 44:07Michael Shedlock - Mish Talks | Higher for longerOct 08, 2023
  10. 25:36Shawn O'Malley - We Study Markets | Vanity InvestingSep 28, 2023