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The Disruptive Technologies Portfolio

Summary

5 disruptive trends : Electric vehicles; energy storage; self-driving cars and ride-sharing; rooftop solar and wind energy; and global internet penetration.

The key is to be early into a major new trend, and to select the future winners.

This article introduces the Disruptive Technologies Portfolio.

The Disruptive Technolgy Portfolio covers two stocks for each of five future disruptive trend areas. These trends are expected to play out strongly from now until 2025-30. In this article I wont go into too much detail on the...


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