Author: SPI-Club

Welcome to your latest edition of SPI-Club “Signals”.

Here’s your report on the Model Portfolio Innovative Disruptive Equities for August 17, 2023:

There was little cheer in the Disruptive Innovative Space yesterday.

It was a real mixed bag of plusses and minuses with three Picks, Evogene (Bio Science) -19.16% and Wolfspeed (Semi-Conductors) -17.06% the standout fallers. They are an ADD TO at these prices.

The positive was Organigram who announced they had been chosen by 4C LABS to be the preferred supplier of Medical Cannabis flower to deliver innovative new products to the UK market.

Organigram rose 11.27% on the day, it is up 41.07% on the year to date, and has an all-time upside of 396.84%, achieved on 28/05/2019.

The Stand-Out Sectors in 2023

• Artificial Intelligence

The standout sector in 2023 unsurprisingly remains the Artificial Intelligence Sector that has averaged 79.44% across 8 Picks with all in positive territory. AI has a long way to go and is a must for a growth portfolio.

• Nuclear Energy

Only one pick at the moment, Cameco Corp, which is up 67.34%.

• The Metaverse

The Metaverse with 5 Picks has averaged 40.37% with Nvidia leading the pack gaining 167.24% this year.

• Other Double Digit Gainers are Commodities – 6 Picks averaging +34.60%, Cloud Technology – 3 Picks averaging 18.46%, Semi-Conductors with 9 Picks averaging 27.26%, and Electric Vehicle Suppliers with 4 Picks averaging13.73%.

Summary

For me the greatest medium to long-term value is in the 3D Printing Technology with 3 Picks, and Space Exploration Sectors with 5 Picks, where there is an upside to their average all-time high share prices of 1,007.76% and 3,581.40% respectively!

That is it for today.

Best regards

Stuart Langan

Founder SPI-Club

Dear Members,

In the ever-evolving advances in technology designed for modern warfare and defence, there is an exceptional new opportunity with potential to diversify and enhance your investment portfolio.

Introducing Kratos Defence & Security Solutions, Inc.(XNAS:KTOS)

Kratos is a company that stands at the forefront of innovation and transformation in the defence and security sector. Kratos is not just another technology stock; it’s a visionary force driving the development of transformative technology platforms and systems that exceed the requirements for modern warfare and defence.

Reshaping Geopolitical Realities: The recent developments in the Russia-Ukraine conflict have surprised the world by showcasing the significance of adaptable and responsive defence strategies.

The utilization of 24th-century weapons and tactics is redefining global defence scenarios.  Size appears to matter less!

Increased Government Investments: In a world where military spending is on the rise, Kratos stands to gain significantly from the visionary policies of the USA and the increased budgets being committed to defence across Europe, the UK, and NATO Alliance countries.

The company’s solutions align perfectly with the demands of modern warfare, positioning it as a strategic partner for governments seeking to strengthen their national security infrastructure.

Diversification of Your Portfolio: Kratos is our first pure defence and security Pick, therefore adding Kratos to your investment portfolio can act as a diversification tool in a sector which is often considered recession resistant.

As the company continues to pioneer breakthroughs and secure pivotal partnerships, its stock presents an opportunity for potential growth, stability, and a hedge against market fluctuations.

In Conclusion: Kratos Defence & Security Solutions, is listed in our Technology Sector, but it is more than that. It is a gateway to the future of defence and security in the modern world that is changing at the fastest pace in all of history, and Kratos stands as a strong contender for long-term investment success.

Kratos is up 50.24% in 2023 and 17% off its 52-week high.  The all-time upside potential was achieved way back on 05/03/2000 which represents a 10,114%, which I am calling irreverent, as too much has happened in the last 23+ years to make it so.

Kratos is your latest BUY in the Innovate, Disruptive Growth Model Portfolio.

Best regards

Stuart Langan

SPI-Club Founder

Welcome to the latest edition of SPI-Club “Signals”.

The original idea of Signals is to report on 10% daily swings up or down with SPI-Club Model Portfolio Picks.

In the first 3 publications I drifted off this objective, but from now on, will return closer to the original plan.

Here’s your report on the Model Portfolio Innovative Disruptive Equities – August 16, 2023:

The markets had another challenging day yesterday, with several notable stocks experiencing declines, close to 10%. Below are the effected SPI-Picks, with their all-time high potential % up-side and sectors they operate.

·      Twist – 9.60%            (  977.01%)              Bio Science

·      Stem – 9.51%            (  570.29%)              New Energy (AI)

·      Astra – 9.64%            (7,432.79%)             Space Exploration

These all-time upsides were achieved post Covid-19 an pre-the bear market, that I believe started around February 2021.

Today’s Highlight is Compass Pathways

COMPASS news – August 16, 2023

COMPASS Pathways announces up to $285 Million Private Placement Financing by Leading Healthcare Investors pushing their share price up 18.46% at market close yesterday, the all-time high upside potential is 580.85% achieved on 23/12/2020.

That is it for today.

Best regards

Stuart Langan

Founder SPI-Club

Welcome to the latest edition of SPI-Club “Signals”.

Here’s your concise report on the Model Portfolio Innovative Disruptive Equities for August 15, 2023.

Market Update – August 15, 2023:

The markets had a challenging day yesterday, with several notable stocks experiencing declines. TuSimple Holdings dropped by -8.33%, EVgo saw a further -8.19% decline, and Ouster went down by -7.37%.

These downward movements present potential buying opportunities for long-term investors.

Highlight – Telesat’s Impressive Performance Continues:

On oppositive note, Telesat continued its positive trend, gaining a further +19.26% on Tuesday. This brings its Year-to-Date (YTD) performance to an impressive +35.15%. The recent Telesat journey demonstrates the power of compounding gains when buying low.

Since August 10th, the stock has surged by 103%.

Telesat Growth Chart:

All-time High % up-side

• Share Price on August 10th: $  8.41   +589.77%
• Share Price on August 11th: $12.97   +347.26%
• Share Price on August 14th: $14.38   +303.31%
• Share Price on August 17th: $17.15   +238.25%

The Lesson of Buying Low:

Telesat’s story underscores the potential of buying low and the significance of the all-time high up-side percentage in making investment decisions. This strategy can lead to remarkable gains and should be a factor in your investment choices.

Analysing Rapid Growth:

When faced with rapid growth, the decision to hold or sell becomes crucial. However, delving into analytics can reveal other opportunities. For instance, could this growth signal increased investor interest in the Space Exploration industry?

Notably, Advent International acquired Maxar Technologies and took it private on April 19, 2023.

Space Exploration Sector Potential:

Reviewing the SPI-Club Innovative Growth Equity Model Portfolio’s Space Exploration Sector reveals two underperforming stocks with substantial upside potential:

Momentus: Upside potential of 8,308% (Achieved on 09/02/2021)

Astra:          Upside potential of 6,892% (Achieved on 18/02/2021)

Investment Strategy Insight:

I hold significant shareholdings in Momentus, Astra, and Rocket Labs. Although Telesat and Maxar were unfortunately not initially chosen by me.

Since the highest share price was achieved with Momentus and Astra, technological advances have resulted in rockets becoming reusable and advancements in 3D Printing Technology have influenced the space industry’s landscape bringing the cost of launch down by a massive 95%.

Space Exploration is exciting and new, there is so much more to come from investing in this sector.

Upcoming Trade Alert:

Stay tuned for tomorrow’s update, and keep an eye out for the addition of Kratos Defence and Security Solutions to the Model Portfolio.

Best regards

 

Stuart Langan

SPI-Club Founder

Dear SPI-Club Members

Welcome to the latest edition of SPI-Signals, where we provide insights into the daily market movements within our Model Portfolio. We trust that this report will contribute to your informed decision-making process.

On the date of 14th August 2023, we observed noteworthy positive movement withinvarious sectors. The performances are as follows:

1.   Telesat Corp: +10.87% (SpaceExploration)  – YTD Performance: + 13.32%

2.   GSI Tech:         +9.82% (Semi-Conductors)   – YTD Performance: + 13.29%

3.   Ouster:           +  8.77% (Autonomous Dr)     – YTD Performance:  – 20.42%

4.   Nvidia:            + 7.09%  (Metaverse)              -YTD Performance: +169.76%

5.   Micron:           + 6.07%  (Semi-Conductors)   – YTD Performance: +    3.45%

NoteworthyDownside Movement on the Same Day: Conversely, certain sectors experiencednegative movement:

1.   Evgo:                -12.31% (EV Suppliers)        – YTD Performance: –    39.81%

2.   Execienta:       –    9.01%(AI – Drugs)             – YTD Performance: +126.97%

3.   Telesis Bio: -6.11%(Sector: BioScience          – YTD Performance: –  65.16%

Of Particular Interest – Telesat Corp:

Telesat Corp has entered double-digit territory once again, following our recent report of +53.49% on the previous Friday. This continued momentum is noteworthy. However, it’s important to highlight that Telesat Corp has yet to reach its historical all-time high share price of $58.01. An impressive upside potential of +303.41%, achieved on 09/12/2004, remains an enticing prospect.

Key Considerations and Perspective:

Please be reminded that all shares and Crypto Currencies selected for inclusion within the SPI-Club Innovative Disruptive Portfolios are inherently subject to both upward and downward market volatility. Your response to this volatility is pivotal in shaping the value of your SPI-Club Membership and establishing the foundation for future financial success.

In light of the aforementioned performance statistics, it’s worth noting that while Nvidia’s recent performance might seem attractive for growth-orientedinvestors, caution is advised due to its current trading proximity to its all-time high share price and is marked on the Model Portfolio as a 50% SELL.

While we anticipate continued growth for Nvidia, we also identify greater potential upside in other selections within our Model Portfolios.

The SPI-Club Approach – A “PERMANENT” Strategy:

At SPI-Club, our approach is characterized by its adaptability and durability. We guide you through a flexible “PERMANENT” strategy that effectively navigates short-term, medium-term, and long-term financial volatility, all in alignment with your unique financial objectives.

Building Wealth: Timing and Patience:

Whether you’re investing for growth or income, strategic planning is essential. In the pursuit of growth, acquiring undervalued shares during market dips sets the stage for long-term wealth accumulation. When these shares appreciate, consider harvesting some gains to equalise the value positions in your portfolio, or introducing new undervalued opportunities.

This approach demands both vigilance and patience, key attributes for successful wealth building.

Introducing Stein International Investment Management:

For those seeking income-generating avenues, we recommend considering the services of Stein International Investment Management, led by Rob Allen and his team. To learn more, please visit their website: www.stein-investments.com.

Best regards

 

Stuart Langan

SPI-Club Founder

Dear Members

The purpose of this new publication is to keep you up-to-date with SPI-Club picks that move 10% on the day, keeping you well informed and reporting the change to the all-important SPI-Analytics.

Movers 11/08/2023

Ouster up 29.61%

• Reporting $19m in revenue and $43m in bookings in the second quarter 2023 and targeting annualised cost savings of over $110m exiting the 4th quarter 2023.

New Share price analytics

• 2023 – 27.76%
• All time share price upside 145.84% achieved 24/12/2020

Telestat Corp up 53.49%

• Telesat, one of the world’s largest and most innovative satellite operators, announced that space technology company MDA Ltd. (will build 198 advanced satellites for the Telesat Lightspeed Low Earth Orbit (LEO)program.

New Share price analytics

• 2023 – 2.12%
• All time share price upside 145.84% achieved 24/12/2020

Congratulations to members who are in these Picks.

Best regards

Stuart Langan

SPI-Club Founder

Hi and welcome.

We received a communication from a SPI-Club Member asking; “what is the relationship between Stein Consulting Ltd, SPI-Club, and Stein International Investment Management (SIIM)” and how do they inter-connect?  A great question and thanks to JD for fielding it.

Let me start with our history. The original business started from my purchase of the servicing rights to the clients of Overseas Investment Brokers (OIB), in Estepona on the Costa del Sol in Spain.  The purchase was completed on 1st June 2012.

I was aware of the poor reputation of OIB but could see the potential opportunity to create something special and unique in Offshore Financial Services and this was a great place to start.

In my original Business Plan, I targeted 6 months to lay the foundations to changes to bring a client environment to the Business Model, rather than a customer relationship who have just been sold to, and OIB rewarded by commission from the product providers.

My first task was to clear out the salespeople who were the perpetrators of my predecessors greed that had caused so much damage and suffering.

I turned to Ron Jordan, who I had worked with at the J Rothschild Partnership in UK and trusted implicitly, dragging him out of his comfortable retirement to help me for six months in the task of implementing a quite unique Stein Business and Investment Model.

We set out to cleanse the business of unfair charges and poor investment advice that was causing permanent long-term damage.  Ron is still with us 11 years later and integral to the continued development of the Stein Brand and Services.

We realised very quickly that the vast majority of “Offshore Financial Service” companies were built on similar Business Models to my predecessors.  Sadly, it appears to be a worldwide issue with high commission structures, hidden charges, commission paid on funds as well as Insurance Bond Raps that carry severe exit penalties for early withdrawals.

All hidden in the small print!

To our astonishment, the clients were not aware of the raft of charges, and how they had been disadvantaged.

If any of this information strikes a chord with you, contact us immediately for a free review.

Stein clients have been fully cleansed of such disadvantaged practices as The Stein Business and Investment Model does not allow commission, take inducements, or allow exit penalties to be charged, so there can be no confusion over the cost of provision in any of our services.

Around 4 years ago I was approached by Rob Allen who had been scouring the international space to find a wealth management business he could join and put his name to and potentially buy.

He had been impressed by our Business Model and reputation. I felt with his background of also working with The J. Rothschild Partnership, and his previous success indicated he was someone who was a good fit both talent wise and ethically and could add value to take Stein forward.

Together we continued to evolve the company including changing the company name to Stein International Investment Management (SIIM).

Following the toughest 3 years of my 41-year, and Rob’s 33 and Ron’s 28-year financial services careers, Rob is now Managing Partner of SIIM and majority share holder. I have left some skin in the game and Rob is not only my friend, technically he is now my Boss”!  He likes that, and especially when I say it.

SIIM Looks after global expats with personal, regulated financial advice, and active fund management. Values are typically between $500K-$20m of personal or family wealth.

Our aim is to help you achieve financial peace of mind while freeing up more time for the things you love.

Charges are limited to an initial Portfolio Set-up Fee and annual advisory fee based on results.  The higher the investment the lower the charges.

Rob has also brought in Strategic Partners, Guinness Global Investors, Rathbones International, LGT Wealth Management and RBC Brewin Dolphin who are very significant long-standing Fund Houses of high repute, which has played its part in bringing in and maintaining significant new clients and funds under SIIM advice.

His role as Managing Partner, has released me to introduce additional services such as Stein Private Investors Club and Strategic Personal & Corporate Planning through Stein Consulting Ltd.

Now back to the original question from SPI-Club Member JD who is asking; how do we inter-connect and what are the benefits?

The on going development of the Stein Group with the three sister companies and the inter-relationship between the three disciplines is as follows;

Stein International Investment Management (SIIM); provide regulated pension and investment advice via “best of breed” world class Managers and Funds or Model Portfolios (MPS/DFM)

SIIM takes Ecological Social and Governance (ESG) factors into consideration as well. This can include considering the fund’s ESG rating, its strategy for incorporating ESG principles into its investments, and its commitment to reporting on ESG issues.

Most of the groups UHNW clients typically have around 80% of their capital with SIIM

https://www.stein-investments.com/

That brings me to Stein Private Investors Club, or SPI-Club as I like to call it.

SPI-Club; provides financial intel on a “basket of high growth potential, single equities and Crypto Currencies that are capable of x10” overtime.

We model these single equities into portfolios which reduces risk. Our Intel and stock and Crypto picking goes to make well informed smart investment decisions. This is a no advice service. This is where the remaining 20% of certain client’s wealth can come into play.

Alternatively, we help stand-alone investors who are not looking for regulated advice and want to act on their own initiative following first class market intel.

At SPI-Club we bring to the attention of our members new disruptive and innovative technologies that are transforming the world at the fastest pace in history and to give them the tools and resources to make informed decisions to become DIY “Risk On” investors with a % of their available capital.

http://www.steinprivateinvestorsclub.com/

And finally, for now at least, we have Stein Consulting Ltd.

Financial Independence for Life is the ultimate goal of any smart savvy investor. It requires careful planning and the implementation of a winning strategy that involves diversifying investments, taking advantage of legitimate tax shelters, and creating a reliable source of future passive income.

Investors should carefully weigh their options and take calculated risks, with periods of “Risk-on” and “Risk-off” investing depending on the world economies and how markets are responding. They must also be prepared to adjust their strategy as the markets and their own circumstances evolve.

Investing for Financial Independence for Life requires discipline, patience, clear strategy, and dedication. It is important to remember that success in investing is rarely achieved overnight; rather, it takes time and effort to build a diverse portfolio that will generate sufficient income to sustain Financial Independence for Life.

There is clear benefit for ambitious investors to engage in the three services to ensure they are making the best use of cutting-edge opportunities and their resources. It is important to review at least quarterly to update the Financial Plan statistics in order to understand what needs to happen next to move closer to the goal of Financial Independence for Life.

Stein Financial Planning helps investors create an overall financial strategy and plan for their future. A Stein Consulting Financial Planner will help create a plan tailored to the individual situation and goals of the member, ensuring they understand how to best use their resources to achieve the desired outcome.

Secondly, Rob Allen and his Team at SIIM will help clients make educated decisions about how to invest their money, manage risk, and provide advice and guidance on which investments are appropriate at that time, when to buy, sell, or hold, and how to diversify a portfolio to minimize risk and lock-in returns.

This includes estate and tax planning to help ensure that the client’s estate is properly set up and managed in order to avoid probate delay and unnecessary taxes in life and nullify taxes after death.

Lastly, SPI-Club provides Financial Intel, Analytics, Model Portfolios, regular News Bulletins, and Trade Alerts on when to buy, sell, hold, or downsize the opportunity. This is a low-cost entry to 4th Industrial Revolution Innovative and Disruptive Cutting-Edge opportunities currently in Equities and Crypto Currencies, with mouth-watering long-term potential.

Thank you, JD, for your question, and I hope readers takeaway from this SPI-Members Question the importance of laying the foundations to a future fortune, implementing the “Risk Off” financial strategies with Rob and his team, and regularly reviewing a Financial Plan that if successfully implemented will lead to Financial Independence for Life.

Any questions, or requests to stuart.l@steinprivateinvestorsclub.com

Best regards

Stuart Langan

SPI-Club Founder

Dear SPI-Club Member

Your Financial Freedom is Under Threat

Introduction:

The SPI-Club Special Report discusses the increasing global adoption of Central Bank Digital Currencies (CBDCs), following the success of the digital yuan launched by China during the 2022 Winter Olympics.

CBDCs poses a real threat to your financial privacy and in this special report we outline strategies to protect wealth and profit from the CBDC trend.

China’s Digital Yuan Rollout:

China’s success in promoting the digital yuan by offering incentives to citizens, resulting in over 140 million registered e-CNY accounts in just 17 months. This has motivated other countries, with 114 nations exploring CBDCs and 11 already having launched their own, including Jamaica, Nigeria, and Saudi Arabia.

Advantages of CBDCs and the FedNow Program:

CBDCs promise faster settlement times, increased ease of use, and potential mass adoption by unbanked individuals. The U.S. government’s FedNow program aims to speed up transaction settlement and plans to develop digital dollar infrastructure.

CBDC Threat to Financial Privacy:

We are raising awareness of concerns that CBDCs could lead to increased government surveillance and control over financial transactions. It emphasizes that a digital dollar could allow the government to monitor every aspect of citizens’ financial activities and potentially restrict access to funds.

Protecting Financial Privacy:

To safeguard financial privacy and wealth, this report offers two main strategies:

Bitcoin: The original cryptocurrency offerssome privacy features due to blockchain technology, allowing users to transactoutside the CBDC system’s surveillance. We suggest storing the majority ofbitcoin holdings in a digital wallet rather than on a crypto exchange.

Physical Gold and Gold Royalties: Physical gold acts as an an anlogue version of bitcoin and preserves wealth over time. Gold royalties, such as Sandstorm Gold (SAND), provide exposure to higher gold prices without the operational risks associated with mining.

Opportunities to Profit from CBDC Trend:

Fidelity National (FIS): A company involved in building infrastructure for the FedNow program, which aims to enable real-time payment systems.

Stellar (XLM): An open-source, decentralized blockchain net work designed for asset issuance, making it well-suited for potential CBDC implementations.

Conclusion:

This SPI-Club Special Report emphasizes the global rise of CBDCs and the potential threat they pose to financial privacy. It recommends strategies to protect wealth and profit from the CBDC trend, offering investment opportunities in digital assets and companies involved in CBDC infrastructure development.

We suggest members diversify their wealth and prepare for the inevitable rise of CBDCs.

The significance of China’s rollout of the digital yuan during the 2022 Winter Olympics and its impact on global adoption of Central Bank Digital Currencies (CBDCs) should not be underestimated. CBDCs, while solving certain financial transaction issues, also pose threats to financial privacy.

CBDCs are on the rise globally, with the U.S. government moving towards launching its own digital currency through programs like FedNow. It may not be possible to entirely escape fiat currencies, SPI-Club Membership provides options to avoid unnecessary taxation, while protecting wealth from traditional financial systems and government intrusion.

We have added investment opportunities with our analysed statistics to our Model Portfolios.

SPI-Club Picks 2023

During 2023 many SPI-Club Investment Picks have benefited from a rebound in asset classes such as innovative growth stocks, particularly those focused on artificial intelligence (AI), Bioscience, Fin Tech, Healthcare, Metaverse, Electric Vehicle Suppliers, EVs Manufacturers, Nuclear Energy, Semi-Conductors, Commodities, and a rebound in cryptocurrencies.

We see that trend continuing.

Stein Number of Picks % Growth in 2023 as at 04/08/2023

·      300% +          01

·      200% +          01

·      150% +          04

·      100% +          06

·        75% +          03

·        50% +          13

·        25% +          16

In addition, our SPI-Club Crypto Model Portfolio and Grayscale BTC & ETH Picks could be a huge beneficiary of BlackRock’s and Fidelity’s applications for bitcoin exchange-traded funds. In the coming weeks, we’ll send updates covering specific positions with more details, so keep an eye on your inbox.

If you haven’t seen the new designs of the SPI-Club Model Portfolios I recommend you take a look.  We do not just look into the rear view mirror when analysing our “Investment Picks”, many are selected based on forward-looking analysis.

We’re not worried about the company’s prior losses, or analysis based on past data, we focus on Growth, Innovation and Disruption and which companies are breaking out, and the new Model Portfolio design gives you all the information you need to make informed decisions to build world class portfolios.

Special Offer

We have an exclusive time-limited special offer for you. If you are interested in adding a bespoke strategy to enhance your wealth building and portfolio management, this is the perfect opportunity for you.

Upgrade to our Platinum Membership before 30th September, and you’ll receive an incredible 50% refund on the Platinum Membership membership fee!

Platinum Membership provides you with personalized strategies tailored to your financial goals and risk tolerance. Our expert team will work closely with you to create a customized plan that aligns with your unique needs.

This offer is limited to the first 25 members who upgrade before the deadline on 30th September, so, don’t miss out on this fantastic chance to take your financial journey to the next level.

Upgrade now and secure your refund by contacting our support team or visiting our website and act now and join the elite group of Platinum Members.

Thank you for being part of the SPI-Club, and we look forward to empowering your future financial success.

Best regards

Stuart Langan

SPI-Club Founder

 

Dear SPI-Club Member

Alerting Members to The Value of investing in LOW-PRICED Investments

Welcome to the latest edition of SPI-Club News! In this newsletter, we will explore the exciting potential of compounding when it comes to investing in under-priced investments that have become dislocated to market values.

In our everyday lives, we often search for bargains, when buying cars or homes. Surprisingly, a similar mindset is frequently over looked when it comes to building investment portfolios. Today, we want to shed light on this overlooked strategy and share one of many compelling examples we are monitoring, particularly after the recent savage Bear Market.

During this market downturn, many share prices have become oversold, and  are very significantly undervalued, therefore providing opportunities that we may never see again in our lifetime!

Let’s take a closer look at the power of compounding in the context of investing in undervalued equities.

Compounding is simply the process of steadily adding to your portfolio to compound gains over time. Although compounding can be applied to investments of any value, our focus today is on the value created during the Bear Market of the past two years, which is throwing up opportunities to buy at low values unlikely to be seen again in our lifetime.

I have created a list that is exclusively available to SPI-Club Members illustrating the potential of the most dislocated opportunities and firmly believe Savvy Fearless Investors have the potential to make significant fortunes in this environment.

There are 9 opportunities with an upside potential to their recent all time high ranging from 1,050% to 14,443%

These opportunities do not come around often. E.g., On 12th May, I sent a Trade Alert to SPI-Club Members when I personally added to my exposure in TuSimple Holdings at $0.80 per share. The stock reached its all-time highest price on 30/06/2021, approximately 24 months ago, around the time the Bear Market began its sell-off, leading to increased volatility. Volatility can be your friend if you have a personal strategy, stay committed, and equal weight your portfolio either quarterly, half yearly but at least annually by adding new money or taking from your top performers and adding to the bottom performers.

When it comes to building an investment portfolio, inexperienced investors often gravitate towards stocks with recent upward momentum. They assume that higher-priced stocks offer greater potential for growth. However, this approach overlooks the hidden opportunities presented by undervalued stocks, which can hold immense potential for compounding growth.

Another common mistake made by inexperienced investors is they sell when a share falls instead of taking a longer-term view and buying more shares reaping the benefits of discounted prices.  You should not buy a share that you are not prepared to add to if the market value reduces significantly.

The power of compounding should never be underestimated, especially when it comes to low-priced investments. By adopting a mindset that seeks out hidden opportunities with undervalued equities, investors can tap into the compounding effect and generate significant wealth. This is typically achieved over the long term, but sometimes, if a share or sector performs exceptionally well, luck of timing can come into play, and the timeframe can be much shorter.

For instance, in the above example, TuSimple has gained over 200% in value since the Trade Alert on 12th May, please note in the example above the up side potential when returning to its all-time highest price 24 months ago has reduced by 5,645% because the share price went up 273.75% in just under 6 weeks!

You should not “bet the Farm” on the strategy of buying undervalued stocks, but a % of your portfolio, with a sensible spread, just may produce some staggering winners.

We hope this edition of our newsletter has provided you with valuable insights into the potential of compounding with low-priced investments.

Warmest regards

Stuart Langan

SPI-Club Founder

 

 

Dear SPI-Club Member

Investing in Therapeutic & Bioscience Innovators

SPI-Club Model Portfolio Analytics

There are 9 investment picks in the Bioscience and Therapeutics sector and the average upside across the 9, based on their all-time highest share price, is plus 1,192.42%.

It is worth noting that the all-time highest share price for 7 of the 9 Picks was achieved between December 2020 and November 2021.  The Bear Market struck around February 2022 and many believe we are now at the beginning of an at least 10 year Super Bull Market, the like we have never seen before, due to the pace of innovation, and I concur.

However, you have to be in to win!

Go to the SPI-Club Innovative and Disruptive Model Portfolio in the Members Area. I have changed the analytics to help members in their selections for their portfolios. See for yourself, if you need help, email me.

Investing in new innovations comes with risk, but if you are financially ambitious with the goal of becoming Financially Independent of the need to generate further earned income, the greatest risk is not taking a risk, as cash and deposits will disappoint.

My Question for you is;

Does Artificial Intelligence Technologies reduce investment risk and speed-up the development of innovation in Therapeutics and Biotech?

I say absolutely yes!  Let us know what you think after reading below.

Artificial Intelligence (AI) plays a significant role in adding value to research and development (R&D) in the Therapeutics and Bioscience industry. Here are some key areas where AI contributes:

Drug Discovery and Design: AI enables the identification and design of potential therapeutic compounds. Machine learning algorithms can analyse vast amounts of data, including biological, chemical, and clinical data, to predict the properties and behaviour of molecules. This accelerates the process of screening and identifying promising drug candidates, reducing the time and cost involved in traditional methods.

Virtual Screening and Target Identification: AI algorithms can efficiently analyse large databases of molecular structures and identify potential drug targets. This helps in prioritizing and selecting the most relevant targets for further investigation, increasing the efficiency of the drug discovery process.

Predictive Analytics and Modelling: AI techniques, such as machine learning and deep learning, can analyse complex data sets to identify patterns, predict outcomes, and model disease progression. This aids in understanding disease mechanisms, patient stratification, and treatment response prediction, facilitating personalized medicine approaches.

Clinical Trial Optimization: AI can optimize clinical trials by improving patient recruitment, selecting appropriate patient cohorts, and identifying potential safety issues. By analysing diverse data sources, including electronic health records, genomics, and real-world data, AI algorithms can enhance trial design, reduce costs, and expedite the development of new therapies.

Image Analysis and Medical Diagnostics: AI algorithms can analyse medical images, such as MRI scans, CT scans, and histopathology slides, to assist in disease detection, diagnosis, and treatment planning. Image recognition and deep learning techniques enable automated and more accurate interpretation of medical images, leading to improved efficiency and precision in diagnosis.

Precision Medicine and Biomarker Discovery: AI can aid in identifying biomarkers, molecular signatures, and genetic markers associated with specific diseases. By analysing patient data and molecular profiles, AI algorithms can assist in identifying patient subgroups, predicting treatment response, and guiding personalized treatment approaches.

Data Integration and Knowledge Management: AI enables the integration and analysis of diverse data types and sources, including genomics, proteomics, clinical data, and scientific literature. This integration facilitates the discovery of new insights, supports hypothesis generation, and enhances decision-making in R&D.

Overall, AI offers the potential to accelerate and optimize various stages of the Therapeutics and Bioscience R&D pipeline. It enables more efficient drug discovery, personalized medicine approaches, improved diagnostics, and data-driven decision-making, ultimately leading to advancements in patient care and outcomes.

What is Therapeutics & Bioscience?

Therapeutics is a branch of medicine that focuses on thetreatment and management of diseases, disorders, and injuries. It involves the use of various therapeutic approaches, such as medications, procedures, and interventions, to alleviate symptoms, promote healing, and restore health. Therapeutics encompasses a wide range of medical specialties and disciplines, including:

Pharmacotherapy: The use of drugs and medications to treat diseases. This includes prescribing, dosing, and monitoring the effects of drugs on patients.

Physical Therapy: The use of physical techniques, exercises, and interventions to restore physical function, mobility, and manage pain. Physical therapists may use modalities such as massage, heat, cold, and electrical stimulation.

Occupational Therapy: Focuses on helping individuals regain and improve their ability to perform daily activities and tasks, such as self-care, work, and leisure activities. Occupational therapists may use adaptive equipment and assistive technologies.

Speech Therapy: Also known as speech-language pathology, involves theassessment and treatment of communication disorders, including speech,language, voice, and swallowing difficulties.

Psychotherapy: The use of psychological techniques to treat mental and emotional disorders. Psychotherapists help individuals explore and address psychological issues through various therapeutic approaches, such as cognitive-behavioural therapy, psychodynamic therapy, and interpersonal therapy.

Radiation Therapy: The use of high-energy radiation to target and destroy cancer cells. It is commonly used in the treatment of cancer to shrink tumours and prevent their growth.

Gene Therapy: An experimental approach that aims to treat geneticdisorders by introducing or modifying genetic material within a person’s cells.It has the potential to correct genetic defects and restore normal cellularfunction.

Alternative and Complementary Therapies: Various non-conventional approaches, such as acupuncture, chiropractic, herbal medicine, and mindfulness-based techniques, which are used alongside or instead of traditional medical treatments.

These are just a few examples of the broad scope of therapeutics. The field continually evolves as new treatments and interventions are developed and refined to improve patient outcomes and well-being.

Bio Science; also known as life science or biological science, encompasses the study of living organisms, including their structure, function, behaviour, interactions, and processes. It includes various disciplines such as biology, biochemistry, genetics, pharmacology, and more.

Therapeutics, on the other hand, is the application of scientific knowledge and techniques from bioscience and other related fields to the treatment and management of diseases and disorders. It involves developing and utilizing therapies, medications, and interventions to improve health outcomes in patients.

While therapeutics relies on a strong foundation of bioscience knowledge, it also incorporates other aspects such as clinical research, drug development, and patient care. It combines the understanding of biological systems with clinical expertise to develop effective treatments and interventions for various medical conditions.

So, while therapeutics draws heavily from bioscience, it is a distinct field that focuses on the practical application of scientific knowledge to improve patient health and well-being.

Happy investing and best regards.

Stuart Langan

SPI-Club Founder