Hi all,
I hope everyone is doing well.
I'm keen on getting your opinion on building a strong growth portfolio for the future. Taking into consideration the market volatility due to the uncertainty of tariffs and possible imminent recession I believe this is a great time to do so.
Its almost certain that the tech industry will continue to grow as it explores new and innovative tech especially in the fields of AI , quantum and what not.
I want to build a strong portfolio based on that. I feel like it is inevitable that the direction we are taking will be
1. New and improved ways of computing such as Heterogeneous , Quantum , Neuromorphic computing.
2. New and improved consumer electronic such as AR/VR/MR , robots , AI agents
3. Cutting edge technologies in the fields of lithography (EUV and beyond --> ASML) and manufacturing (TSMC)
Now , obviously the big tech companies are well positioned for all of the above and resilient during economic downturns (meaning they will take a hit but surely they will around once it all finishes), but I would also like to include some mid-cap companies with great potential or / and some non-US companies as well.
Also I'm more interest in picking a dozen of companies for example rather than a tech ETF so that should help.
Any help would be appreciated