Mega-Trends: A troubling 2021 opens opportunities for recovery
- The Mega-Trends portfolio ended 2021 down 4%
- The portfolio remains on the hunt for exciting innovation which is not yet being recognised by the market
Without a repeat of star stock Tesla’s (US: TSLA) 2020 portfolio contribution (a 12.5-fold return), the Investor’s Champion Mega-Trends Portfolio struggled to maintain its pace of growth in 2021. After a decent, market-beating start to the year, momentum faltered in March as the tide turned on the high-growth, high-risk sections of the stock market. The portfolio closed the year down 7.3%.
But it’s not all bad news. The original £40,000 investment we made in 20 stocks…
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