Disruptive Technology

George Chin |
Categories

This week’s audio update is focused on the role of disruptive technology assets in investment portfolios. It’s an important topic considering the buzz surrounding this topic (including AI as well as new vaccine development technologies.)
 
We believe it’s important to be cautious and prudent when we invest money. As a fiduciary, we recognize it is important to be prudent as we invest your portfolio assets. 

Disruptive technologies have a place in portfolio strategies. To capture those opportunities, we tend to invest in companies that have established businesses but also have divisions focused on these new areas. An example of one company would be Google. You can see here information on their venture capital division spin-off at this link- https://en.wikipedia.org/wiki/GV_(company)
 
Listen to this week’s audio. It will give you a sense of how we invest in these developing trend assets. 

https://destinationwm.wistia.com/medias/6p5kj9bcqf

 

Disclosures: DWM currently holds Alphabet, Inc. (GOOGL) in DWM managed portfolio strategies.

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