“The American economy is poised to embark on an innovation boom of historic proportions that will undermine incumbent players, transform everyday life, and make some alert investors very rich.”
Prepare for a New Supercycle of Innovation, Wall Street Journal, May 9, 2017
That’s a compelling quote, particularly for The Wall Street Journal which typically avoids hyperbole. The innovation boom of historic proportions has since become known as the Digital Transformation.
Adding to those positive comments from the WSJ, consider the following:
“In terms of the internet, nothing has happened yet! The internet is still at the beginning of its beginning. It is only becoming. If we could climb into a time machine, journey 30 years into the future, and from that vantage look back to today, we’d realize that most of the greatest products running the lives of citizens in 2050 were not invented until after 2016.”
The Inevitable, Kevin Kelly
However, these thoughts beg an important question: How does an average individual investor discover stocks that are contributing to and benefitting from this innovation boom of historic proportions?
Many of those stocks have names like Coupa Software, CrowdStrike, DataDog, MongoDB, and Okta – names seldom mentioned in most popular financial media outlets.
Regardless of their anonymity, all these companies – and many more – are growing revenues dramatically. And those growing revenues are being reflected in extraordinary stock market performance.
To illustrate, from the beginning of 2019 to the end of 2021, those five companies have grown their revenues an average of 178%. And, over that same period, their stock market prices have gained an average of 318%.
I have developed four financial screens – or metrics – that will unerringly discover stocks that offer extraordinary growth potential. Those metrics will be revealed in my soon to be published book Investing in the Digital Transformation.
Do those metrics work? See for yourself. . .
To provide investment guidance for Members, I launched a $500,000 Model Portfolio (EGS Portfolio) in July 2018. All additions or deletions to that portfolio are emailed to Members on the day changes are made to the portfolio.
Here’s the performance of that portfolio from launch to the market close on April 30, 2022:
S&P 500 + 52.8%
Nasdaq Composite + 65.5%
EGS Portfolio + 114.9%
In dollar terms, the portfolio has grown from the original $500,000 to $1,074,386.85
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