This week we give consideration to the structure of our model portfolio for next year. These are the companies we believe will achieve market-beating returns in 2022 and beyond. In this portfolio structure episode, we consider the megatrends that are likely to shape the world around us for the years ahead and decide what proportion of the portfolio to devote to each of them.
We're on track for a woeful performance in 2021, along with the recent declines in all growth stocks, but we remain confident that in the long-term, the high-quality growth stocks in our model portfolio, and also in our own real-money investment portfolios, will prevail.
Post recording note that we completely forgot to discuss renewable energy on the pod! This megatrend is getting one extra slot, for a total of fifteen.
Companies mentioned in the discussion include AMZN, BYND, DIS, DOCU, EDIT, FB, FVRR, GOOG, ISRG, MELI, MGNI, MTTR, NVDA, SE, SHOP, SQ, TDOC, TSLA, TTD, U.
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