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Mega Trends Portfolio: Q1 2021 update

07/04/2021

Technology Trends

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In 2020, the Investor’s Champion Mega-Trends portfolio returned 76%, twice the return of the S&P 500 technology index and more than 4-times the performance of the S&P 500 as a whole and other lauded funds. The first quarter of 2021 has proved more of a struggle for some of our innovators, although we still saw very strong share price moves from some, including one unlikely source, as our update here reveals.      


A new year hasn’t dawned quite as optimistically as many would have hoped. When 2020 ended, the world wanted to be able to consign Covid-19 to the history books. The first quarter has ended and many of us are still in lockdown.


But while we all remain hugely dependant on our laptops, smartphones, televisions and telecoms networks for work, shopping, eating and entertainment, people are rightly starting to question the global economic fallout of more than…

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