Global Opportunities Beyond the Radar

Self-Drive: A New High-Growth Revolution?


Quantum Wealth Summary




If you’re in a ‘growth’ or ‘aggressive’ managed fund, you’ll likely have experienced some mean volatility over the past few years.

I know one investor who lost a million dollars on paper, investing in tech stocks. And these tech positions were also embraced by growth funds.

Many tech companies are software and internet businesses.

You can’t see or touch the service they produce. It’s online. In the cloud. Or provided by a website, app, or software on your computer.

I’m more of an old-school investor. I like to see assets on a balance sheet that can be valued with some degree of confidence. That’s my margin of safety.

By definition, this skews the portfolios I manage toward real estate, materials, and industrials. These have provided great defensive qualities over the past few years. Along with strong dividend income.

But I’m also conscious that you may need a few more speculative ‘kickers’ in a smaller part of your portfolio allocation to drive growth. Particularly for larger portfolios where there is some appetite for more risk.

Can software further mankind’s development?

We could be at a plateau. But perhaps not when it comes to physical application, particularly with the addition of AI.

There are areas where new, tangible, and innovative technology could revolutionise the world:

I want to take a closer look at transport mobility and autonomous driving.

In particular, reporting on one exciting business that could drive future change…

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