The result is a concentrated portfolio of 20 global leaders across technology, finance, healthcare, consumer and communications.
Companies like Microsoft, Amazon, Visa, Mastercard, Alphabet, MercadoLibre, S&P Global, BlackRock and others.
• Only companies I genuinely understand and would be happy to own for 10+ years.
• Strong Buy analyst consensus.
• 12-month price targets above today’s price.
• Maximum analyst downside of around 15%.
Most investors ignore sectors until the first major regulatory approvals arrive. By then, much of the upside may already be reflected in valuations. Early-stage biotech carries significant risk, but that’s often where asymmetric returns are found.
NFA.
Every major investment theme starts out looking improbable. AI, mRNA and GLP-1s all had sceptics. Psychedelic medicine may follow a similar path if therapies based on psilocybin and DMT continue to prove safe and effective in clinical trials.
NFA.
The science is what caught my attention. We’re seeing growing evidence in treatment-resistant depression, PTSD and addiction, with multiple companies now in late-stage clinical trials. High risk? Absolutely. But the upside could be transformative if even a few succeed.
NFA.
Bored of crap finance 'guru's' on here tweeting shit. Instead of buying bottled water, I collected rain water, and invested that £1.50 into my S&S ISA! Compound Growth📈📊