The “All-Weather” Portfolio is Toast
FMT Advisory puts its money where its mouth is, and we have invested in front of massive and irreversible trends.
5G, electric vehicles (EVs), and self-driving cars are going to have massive impacts on society that will be far more profound than almost anyone is considering today.
The combination of all 3 – 5G, EV’s, and self-driving cars – is going to send productivity through the roof and create fortunes along the way.
However, these disruptive technologies are also going to displace a lot of jobs and many well-known businesses will become extinct in the years ahead.
FMT believes now is the time to start investing in these disruptive trends to build wealth and to provide a protective moat around your finances for the broad changes ahead.
Electric vehicles (EVs) will start to dominate new car sales by the middle of this decade. Self-driving EVs will proliferate once 5G infrastructure is fully in place.
Apple is going to unleash their first 5G phones before 2020 ends. Markets are forward looking and it is foretelling big things to come in these areas.
Imagine in a few years tapping your transportation as a service (“TaaS”) app on your smartphone and within a few minutes having a self-driving/EV vehicle zip you off to where you want to go.
You will need no insurance, have no car to maintain, no fuel costs, and you’ll have cheap hassle-free transportation at a fraction of today’s driving costs. 5G and self-driving EVs will make this into a reality.
A Jetsons world is coming, and you can see the consequences this will have on many businesses such as insurance companies, car dealerships, auto supply stores, and many other brick-n-mortar stores.
Tesla and Google are forward-thinking innovators and have catapulted the EV/self-driving movement into the forefront and it is going to leave a lot of wreckage in the fast lane.
Tesla has made every other automobile manufacturer move far faster on the EV front than most people are remotely aware of. By the time 2025 hits, every major automaker will be rolling EVs off their own assembly lines—and they’ll be playing catch up to Tesla.
Combustible engines have more moving parts than EVs and cost far more to maintain over their lifetime. As EVs scale and sticker prices come down, the overwhelming value of EVs will easily make them the ultimate winner in the years ahead.
Electric vehicles coupled with autonomous driving capabilities require an abundance of technology. FMT believes investing in the technology is where it gets interesting.
Many of the companies that already dominate the technology behind the build-out of 5G, Internet infrastructure, mobile devices, cloud storage, and wireless networks are the same companies now dominating and powering the technology behind electric vehicles and the self-driving car movement.
Barriers to Entry
Tesla’s EVs and Google’s self-driving Waymo’s are equipped with 3D sensing, memory chips, RF filters, optical communications, and many other high-tech components that must communicate with one another to make it all work.
It’s an intricate web of tech companies that must collaborate with one another for seamless functionality. Because they are also the same entrenched businesses in the Internet, mobile networks, and devices, this creates enormous barriers to entry for any new entrants into these markets.
As every other car manufacturer follows Tesla’s path in the EV and autonomous market, these tech names get to enjoy new sales channels with their R-&-D costs already out of the way.
FMT Investment Advisory owns a few entrenched tech names in this space, two of which are Superinvestor Wealth Compounders!
These Superinvestor Compounders are very fortunate to be laying the foundation for next generation 5G, while they are also huge cogs in the EV markets as well. Therefore, we get multiple drivers for meaningful earnings growth over the next few years for our holdings in this space with 5G and EVs!
The power electronics segment for green energy alone (electric vehicles, smart grids, solar, and wind) is estimated to grow north of 25% annualized for the foreseeable future and the total addressable market (TAM) is expected to be in the billions by 2022.
Meanwhile, the total addressable market (TAM) of 5G is going to be in the trillions.
FMT Advisory was the first firm in the entire universe predicting that 5G is going to be one of the most transformative events since the automobile. It is going to transform the auto-market itself, create new industries, and usher in whole new ways that companies interact with the world.
FMT is very excited about some of our technology names in the upcoming 5G/EV gold rush… profound change is coming and we’re making the changes to reflect it.
There is virtually no stopping this freightrain.
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