On October 5, 2023, Beth Kindig – one of the nation’s leading technology analysts – published a report in Forbes magazine entitled AI is the Best Investment Opportunity of Our Lifetime.
The following quote is taken from that report:
“The reason that AI will be the best investment opportunity of our lifetime is because of the impact it will have on GDP. The potential of AI to revolutionize nearly every sector, boost productivity, reduce costs, and significantly influence GDP is unparalleled. To be exact, AI is estimated to add up to $15.7 trillion to the global economy by 2030 and drive a market that will be five times the size of tech’s current global spend.”
Therefore, the obvious challenge for all investors who aspire to increase their wealth is to identify stocks that have similar financial and market profiles generated by proven growth stocks like Amazon.com, Apple, Alphabet, Microsoft, and Nvidia.
What each of these companies had in common was extraordinary year-over-year percentage increases in revenue growth, and that is precisely the cornerstone of my research. The following chart illustrates that , , ,
Revenue growth drives increasing stock market values !
Every day I scan a report that reveals the year-over-year revenue growth for all companies reporting quarterly results for that day. Whenever I detect a company with extraordinary year-over-year revenue growth, that triggers further research to ascertain the probability that the growth is sustainable. Much of that additional research involves visiting internet sites that offer proven and credible information.
Once I become convinced that a stock qualifies for my EGS Model Portfolio, I send all of my pertinent research about that stock —including my proprietary Revenue Chart — to all Members.
In addition, I monitor selected internet sites to acquire the latest news relating to any of the stocks currently listed in my EGS Model Portfolio. Any recent news is immediately shared with Members via emails. This monitoring also includes Price Targets announced by analysts who cover stocks in the EGS portfolio.
So, does my research methodology work?
The following has been excerpted from an email from Beth Kindig, who is the leading analyst for the I/O Fund:
“The I/O Fund portfolio posted a return of 56.9% in 2023. If we were a hedge fund, our ranking would be #4 in The Wall Street Journal’s Winner Circle ranking of 1,191 hedge funds. For those who don’t have access to the article since it’s behind a paywall, the average fund returned 19.7% in 2023 and the top three funds returned 65.2%, 59.1%, 57.2%, with the fourth returning 55.6%.”
In mid 2018 I decided to launch a model portfolio – The EGS Model Portfolio (EGS is an acronym for Extraordinary Growth Stocks) – that could reflect the efficacy of my stocks selection process. The 2023 performance for my model portfolio was 75.9\%! If my model portfolio were a hedge fund, it would have ranked #1 in The Wall Street Journal’s Winner Circle ranking of 1,191 hedge funds.
Select here to view our most recent EGS Monthly Performance chart.
Select here to view our most recent EGS Composite Quarterly Revenue chart.
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We share research to enable you to become more knowledgeable when making your own decisions.