A wise man once said: ‘The best way to profit from the gold rush is to start a shovel company’. When new products come to market, it’s easy to think about the impact to the consumer, but successful investors think upstream and downstream.

For example, if electric vehicles continue to gain popularity, it’s simple to just buy stock in the car company, but what about the company that makes their batteries? Do they serve other car companies? Does that position them well to capitalize on this market? (Next paragraph) Those companies – companies like Nvidia, Taiwan Semiconductor, ASML, and Palantir are some of our favorites, and they continue to win in the market.

Just because we have an ‘aggressive’ strategy doesn’t mean we should ignore the ‘easy money’ investments with strong momentum. Good companies make good investments, regardless of the level of excitement around them, and we always want them included in our portfolio.

Research, risk management, and patience are your best friends in investing, and we will use them to our advantage every time. If it works, it works!

Tech companies have some of the most exciting future capabilities in the world, with the potential to create massive returns for investors. Nuclear is on the rise, Quantum Computing is hot, AI continues to boom, Robotics is gaining traction, and so much more.

We want to use our portfolio to capture the ‘lightning in a bottle’ these companies have to offer, exposing us to huge amounts of long-term upside at all times.

Ignoring the smartest players in the game would be foolish in any endeavor, let alone the stock market. Fortunately, more tools exist now than ever before to allow us to track their investments, giving us access to some of the best information available.

Our portfolio considers the opinions of the best minds in the space, refines them with our own analysis, and synthesizes them into a cohesive portfolio, guided by our strategic framework.

Companies that are well-run, have strong free-cash-flows, and reasonable earnings multiples just make sense (if you expect that to continue). Even if a stock doesn’t fit ‘thematically’ with our tech-focused portfolio, we will always consider it if we think it will make us money.

The United States is a phenomenal market, but there is a ton of value in other countries, too, especially as global tensions rise. We need to be both geographically AND thematically diversified to capture the most upside and limit downside, and our portfolio does just that.