2 Portfolios for the Fourth Industrial Revolution NOW
Every step has led to this moment…
The Fourth Industrial Revolution!
And it will be greater than any of the other industrial revolutions combined. The technology is exploding! And the market loves growth.
Investing in this era means you get exposure to it all — including the crypto economy with bitcoin hitting $50K, semiconductors, 3D printing and so much more.
I have two incredible portfolios you can invest in RIGHT NOW to take advantage of the Fourth Industrial Revolution’s profits:
2 New Stock Acronyms for 2021
We started this last year where I put out these portfolios called STIXX and STUF.
These portfolios did way better than the stock market. In the case of STUF, we had Tesla in there. Just to walk this backward, these are acronyms. STUF was Spotify, Tesla, Uber and Facebook. We had it for a little under a year.
STIXX was five ETFs. I won’t go into all five of those. Nonetheless, the idea was to try to introduce the idea of America 2.0, the Fourth Industrial Revolution and the new world. This year we have two of them as well. We have one called BUZZ. I’ll tell you what’s going on with BUZZ.
We have HAPI with the smiley emoji because emojis are fun. Before I go into giving you an update on BUZZ and HAPI, what is America 2.0? What is the Fourth Industrial Revolution? What is this new world I keep referring to? Many times I see in the comments people asking what is America 2.0 and the Fourth Industrial Revolution?
Sometimes it’s referred to as Industry 4.0. You’ll find a lot of different terms. If you read or listen to folks like Cathie Wood at ARK Invest you will see her and her team talk about this new world. The idea here is this: Over some period of time, we have gotten to where we are as a result of various technologies.
They then generated products, services, ways of doing things, conventions, traditions that are largely related to three different ways of human development. The very earliest way was the agricultural economy. That was about producing enough food so you could survive.
Then you had the Industrial Revolution. That became a second layer on top of the agriculture economy. That generated its own extraordinary wealth. If you go back, you can read about folks like the Rockefellers and Carnegie, this is the steel and train industry.
Then there was a third layer. You had communications go through a revolution. We are talking about the emergence of the telegraph, television and telephone. That created the internet and then that created the digital revolution. Now, on top of that, we have the crypto revolution.
So you have all these things going on simultaneously. If you look back in the past, there was never a period of time where you have five different technologies, platforms and ways of doing things that are incredibly productive and capable of generating things for human needs and generating wealth.
They have all stacked up on each other. Without the digital economy — and by digital economy I mean computers and chips — you could never have the crypto economy. Without the communication revolution you could have never had what we have in the digital economy.
Without telegraph and telephone, there would have been no internet. Without the internet, the application for the digital economy could never exist. It’s connecting all these things together using networking.
In truth, without the old industrial economy you could have never had the communication economy or the digital economy or the crypto economy. When you take all these things together over hundreds of years, you arrive at a point where there are solutions that are capable, available and they have been worked on for the last 10 or 15 years.
Lots of folks have taken risks trying to integrate all the learnings and understandings from all these things and put them together. Today we are at this explosion point where all of these things are coming together all at once. This is what people refer to as a lollapalooza effect.
You have so many different things each affecting each other. Each gives more momentum to the other. You have it all coming at once. In my opinion, I believe this is a once-in-a-lifetime opportunity where you are going to see the ability to invest in new things that are going to become the standards of the new world.
Those are going to be defined by taking things from all the different and putting them together. That is the essence of America 2.0. That’s the essence of the Fourth Industrial Revolution.
It’s using the crypto platform that is still emerging — BTC is a great example of it — the digital platform put in place over the last 30 years, the industrial economy which has been there for a while, the communication revolution which all of us experience every day using our phones.
This phone that has transformed our world is manufactured using industrial processes. Of course, underneath that, without the agricultural economy and food, no human could survive. You can see that today’s world is at this unique point where, if you are in the right things, then you have an extraordinary opportunity to make an astonishing amount of money.
One thing I can tell you from having been in the markets for as long as I have — a couple of decades — is that markets value growth and markets really value growth. The biggest growth right now is in innovation companies, companies where their technology, products and services are do far superior to what we were using 10 years ago.
I believe there is a massive shift going on where customers, sales, revenues and profits are going to pour out from the old, existing world to these new ones. If you own the old, this is a moment of incredible peril for those old technologies. All those people who use them are slowly and surely transitioning and moving over to the new.
On this channel we focus exclusively on these new companies, these America 2.0 companies. It’s our own unique term that we came up with and we use. If you look on the wider internet you will see it referred so as the Fourth Industrial Revolution. So that’s a little bit about this America 2.0 thing I keep talking about.
What Are the BUZZ Stocks?
I laid out a very big picture. How can you be invested in this new world? I put out these two mini portfolios. Let’s start with BUZZ. BUZZ includes Bitcoin (BTC), Uber Technologies Inc. (NYSE: UBER), Zoom Video Communications Inc. (Nasdaq: ZM) and Zillow Group Inc. (Nasdaq: ZG).
We began this portfolio on January 12. You can track back on this channel and see it. We told you the general way we tell our folks to go about investing is to equal weight. What does that mean? It means you put the same dollar amount into each stock.
The reason to do that is that you never quite know which stock is going to move the fastest or the move. Also, in truth, you never know which stock might be a loser. That’s one critical reason we tell our readers equal weighting is a good way to allocate a portfolio.
In truth, sometimes there’s also going to be losers. Owning one big winner can more than offset the losers. No portfolio only has winners. Every single portfolio, I can guarantee you, has losers. This is why you want to have a bunch of stocks in our portfolio.
You’ll see that BTC since we put up BUZZ is 44%, Uber is up 4%, Zoom is up 21% and Zillow is up 33%. What does that mean in total? Let’s say you put an even amount of $1,000, but it could have been $50 or $100, you are up an amazing 26%. That’s the portfolio return.
If you put $1,000 in each of these stocks it’s now worth $5,023 — up 26%. That compares to 4% for the S&P 500, which is the portfolio most people compare everything to.
That’s mini portfolio update number one. BUZZ is doing incredibly well thanks to all of the stocks rising a great deal. BTC is up 44%. Uber is up 4%, but I believe the best is ahead for Uber. This is going to be one of the transportation hubs where all kinds of transportation is coordinated.
They have the digital platform. They recently restructured the company to sell off the things that are unnecessary for what they do, which is to integrate and coordinate transportation. I believe Uber is going to do well. You can follow what I have been saying on BTC on this channel.
I am on the Iancast with my colleague Ian Dyer talking about BTC all the time. So you can track what we’ve said about it there. Zoom is a company that makes the platform that I use to record my videos. People use it for schools and healthcare. It’s a company whose use continues to skyrocket around the world.
I believe that’s going to continue. The last one is Zillow. Zillow is a digital real estate company. They put up listings and pictures of houses. This is one of the primary places people go to to search out houses, certainly in the United States and increasingly it will be globally.
It’s where a lot of people now buy the houses just through Zillow. So those are the four opportunities in BUZZ. They get to many different parts of the Fourth Industrial Revolution and America 2.0. BTC is the premier digital currency, digital gold as I like to call it.
Uber represents the future of the coordination of what we believe is going to be increasingly robotic and autonomous transportation. Zoom is the emergence of everything from being able to work anywhere, telepresence and, over time, it will expand into holograms and other new developments that will make it even more useful.
Finally, Zillow. There is a housing boom going on. This is a massive industry in most countries because it meets a basic human need: Shelter. So those are the four in BUZZ.
Update on HAPI Stocks
I am quickly going to go through HAPI. You can see HAPI is also up, not quite as much as BUZZ. HAPI is trying to do the same thing BUZZ does. We are trying to get you to see the essence of America 2.0, the Fourth Industrial Revolution and this new world emerging.
One of the critical elements of today that’s related to the emergence of these technologies is the coming of age of the millennial generation. This is the largest generation living. There are lots of estimates out there. It’s as much as 93 million strong.
In other words, nearly 1 out of every three people in the United States is somebody of the millennial generation. Their choices and preferences are going to matter. In HAPI, we have taken that into account in the very first ETF we put in HAPI.
It’s a gaming ETF because the millennial generation has grown up with video games. I believe this is going to continue to be a huge growth part of our economy. Many people may not know this, but video games are bigger than Hollywood or any entertainment industry out there.
The first ETF, Global X Video Games & Esports ETF (Nasdaq: HERO), gets you into that. Then we have three other ETFs that get to the more industrial parts of America 2.0 and the Fourth Industrial Revolution.
The Ark Fintech Innovation ETF (NYSEARCA: ARKF) from our friends at ARK Invest. You have a revolution going on between cryptocurrencies and financial apps like PayPal and Venmo and there are more and more coming that are going to dominate finance and set aside the old world of banks and finance. So that gets you into that.
The next one is an ETF that gets you into what I believe is one of the central technologies for America 2.0 and the Fourth Industrial Revolution, which is 3D printing. We believe 3D printing is going to be at the heart of lots of new industries like space and others that are gorming today.
I believe you want to have 3D printing exposure in your portfolio. The third ETF, 3D Printing ETF (BATS: PRNT), will get you into that. It’s also from our friends at ARK Invest. I can tell you across all our portfolios at Bold Profits we have 3D printing. We are all in on this revolution.
We believe it’s going to completely revolution the world of making. The last one goes to what I was telling you about when we started out. It’s a housing ETF. It’s because there’s a housing boom driven by the millennial generation. We have not been making enough houses since 2008 as a result of the financial crisis.
We are years and years behind. We simply lack enough houses. Often we lack them where people want to buy them. The housing boom is going to continue. If you want to benefit from the coming of age of the biggest generation of America today, the iShares US Home Construction ETF (BATS: ITB) is one way you can get exposure to this massive opportunity.
I know I have gone very quickly through the updates and reviews for these mini portfolios, but I hope you understand the essence of the opportunity in front of you and also what we talk about on this channel, which is America 2.0, Fourth Industrial Revolution, the new world.
You have two amazing portfolios. I really recommend you invest using a portfolio rather than making all-in bets on one, single stock. Obviously, if that stock does not work out, you end up losing money.
Get My No. 1 Stock for the Fourth Industrial Revolution
BUZZ and HAPI 😊 are two great portfolios that will get your foot in the door when it comes to investing in America 2.0. But that’s just the tip of the iceberg.
My team and I are laser-focused on stocks for the Fourth Industrial Revolution.
I’m talking technologies, mega trends and companies that are remaking the world … starting right here in America.
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Editor, Profits Unlimited