Time in the Market
               Not Timing the Market

THE MAGNIFICENT 7:- AI – BITCOIN – CARBON CREDITS – COPPER – OIL – LITHIUM – COBALT

In the heart of Amsterdam, at the ‘E1vis Collective Meet Up,’ a transformative gathering took place. Investors from all walks of life came together with a shared vision for the future. Amidst spirited debates and a vibrant exchange of ideas, a compelling narrative emerged—one that revealed the seven assets believed to hold the greatest potential for the next five years.

While it is important to emphasize that this is not financial advice, but rather a personal vision shared during this epic event, these seven assets captured the collective imagination. From the cutting-edge world of AI to the promising realms of Bitcoin, carbon credits, copper, oil, lithium, and cobalt, each asset represented a unique opportunity to shape our financial destinies.

As the event concluded, participants left with a newfound clarity, ready to explore the magnificent possibilities that lie ahead.

ASSET 1  :- ARTIFICIAL INTELLIGENCE (A.I)

Step into a realm where innovation knows no bounds, where Artificial Intelligence (A.I.) reigns supreme. The symphony of intelligent algorithms, groundbreaking technologies, and visionary companies echoes through the halls of progress. Giants like Microsoft and Apple spearhead the charge, harnessing the power of A.I. to shape our future.

Yet, beyond these behemoths lie unsung heroes—the microchip manufacturers Nvidia and Micron Technology. Their intricate creations breathe life into the core of A.I., propelling us toward a future defined by remarkable advancements. Amidst this captivating landscape, a pure embodiment of A.I.’s essence emerges—a publicly traded company known as c3.ai. Adventurous investors are drawn to its potential, ready to embark on a journey of unprecedented opportunities.

While my confidence in the profitability of A.I. Stocks for the over 40s remains steadfast, there is a realm that excites me even more—the captivating world of Crypto A.I. projects. It is poised to unleash a torrent of wealth upon advanced investors. I, too, eagerly anticipate the exhilarating journey that lies ahead, where the fusion of cutting-edge technology and cryptocurrencies holds the power to redefine our fortunes.

AltSignals (ASI) leads the charge as a cutting-edge A.I. signals service, leveraging machine learning and natural language processing. ASI offers invaluable insights into cryptocurrency futures trading signals, forex trading alerts, and analysis of gold and indices markets. Investors unlock exclusive access to revolutionary A.I. protocols through the ASI token, including AltAlgo technology and the AltScalpPro scalping indicator. Enjoy the advantages of membership benefits and early access to upcoming features.

The Graph (GRT) emerges as a groundbreaking blockchain protocol, hailed among the top A.I. crypto projects. It acts as a decentralized search engine, eliminating the need for individual app data storage. Smart contracts and subgraphs enable efficient querying of blockchain data using the powerful GraphQL language. Platforms like Uniswap and Curve rely on The Graph for up-to-date information. The native token, GRT, serves as a payment method, driving positive engagement within the ecosystem.

Fetch.ai (FET) pioneers the merger of A.I. and blockchain, forging a decentralized network for autonomous problem-solving. FET’s value hinges on the platform’s growth. Powered by AI-driven autonomous agents, Fetch.AI tackles real-world tasks with remarkable efficiency. The unique PoSR consensus algorithm ensures trust and security, rewarding contributors while deterring malicious behavior. FET serves as the native cryptocurrency, facilitating A.I. services and staking within the network

ASSET 2:- BITCOIN

As we embark on number 2 of the Magnificent 7, it is imperative to emphasize the significance of this asset. If you haven’t had the chance to read my latest articles titled “DATA SURVEILLANCE SHARING OR NO DEAL: THE BTC ETF DEAL BREAKER” or “THE BAPTISM OF BITCOIN BY THE FATHER OF ALL INVESTMENT MANAGERS,” I strongly encourage you to do so. Why? Because if Bitcoin doesn’t occupy at least 1% of your portfolio, it might be wise to redirect your attention elsewhere. Catching up on the latest Kardashian drama or seeking alternative sources of entertainment is more suitable, as the remainder of this article may not resonate with you.

Bitcoin, the trailblazer of cryptocurrencies, possesses compelling attributes that justify its inclusion in the Magnificent 7 portfolio. Its decentralized nature, seamless transactions across borders, and limited supply have propelled it to the forefront of the financial world.

The allure of Bitcoin’s potential for remarkable returns has captivated investors searching for substantial gains. While its volatility can be intimidating, those with the courage to navigate its ebbs and flows have been handsomely rewarded. Interestingly, it’s not just the bold individuals eager to partake in this asset class; even the financial powerhouses controlling the money flow are now entering the arena.

While mainstream media broadcasts FUD (Fear, Uncertainty, and Doubt) about Bitcoin being nothing more than a fad, behind the scenes, these conglomerates have been quietly hiring crypto experts, enhancing their internal knowledge, and applying for ETF capabilities. They play a contradictory game, portraying Bitcoin as trash while positioning themselves to profit from its rise. Ultimately, one firm’s FUD becomes another’s lucrative cash cow. COVID-19 taught us that much.

Bitcoin’s scarcity, limited to a total supply of 21 million coins, adds to its allure. The finite supply ensures its scarcity remains intact as demand grows, potentially driving prices skyward. This characteristic positions Bitcoin as a hedge against inflation and a store of value

ASSET 3:- CARBON

Now, let’s explore the world of carbon credits, a more traditional but still relevant approach in the context of the emerging WEB3 technology, which will play a crucial role in the Carbon Credit Market’s transformation.

With just 27 winters left to limit global warming to no more than 1.5°C, as stipulated in the Paris Agreement, the urgency to reduce emissions by 45% by 2030 and achieve net zero by 2050 is undeniable. Can we truly achieve this monumental task? From a financial perspective, a well-positioned portfolio can navigate the winds of change and capitalize on the evolving low-carbon price landscape. As I emphasized at the recent ‘E1vis Collective Event in Amsterdam,’ the key is to think like the big players to maximize financial opportunities.

While I am passionate about environmental causes, the Carbon Credit Market feels more like a way to pay off our mess than a comprehensive solution. Despite the investments made in solid projects, the reality is that we need to allocate more resources to meet the 2050 deadline, and this will become increasingly evident by 2030.

Carbon stocks present an attractive option for investors seeking to support the transition to a low-carbon economy and mitigate the impacts of climate change. From tech giants like Apple and Microsoft committing to net-zero emissions by 2030 to many companies across industries disclosing and reducing their carbon footprints, carbon credits, and offsets play a crucial role in achieving their ambitious targets.

So, how can regular individuals participate in this space? One compelling avenue is through ETFs, which align with our sustainability and environmental consciousness mission. While not solely focused on carbon credits, these ETFs offer exposure to global companies driving the clean energy revolution and actively contributing to carbon emissions reduction.

Enter iShares Global Clean Energy ETF (ICLN), a powerful force in the investment landscape. This ETF embraces a diversified portfolio of companies at the forefront of the clean energy sector, covering renewable energy generation, energy efficiency, and even carbon capture and storage. ICLN embodies the spirit of a greener future.

Another notable option is the First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN), which tracks the performance of the NASDAQ Clean Edge Green Energy Index. This ETF provides access to companies dedicated to clean energy production and distribution, focusing on solar, wind, and other renewable energy sources. QCLN accelerates the shift towards a sustainable energy landscape.

Lastly, we encounter the Invesco WilderHill Clean Energy ETF (PBW), designed to track the WilderHill Clean Energy Index. PBW invests in companies at the forefront of clean energy technologies, including pioneers in renewable energy development, production, and greenhouse gas emissions reduction. PBW exemplifies the fusion of financial growth and environmental stewardship.

By incorporating these forward-thinking ETFs into your portfolio, you actively contribute to the global movement toward a cleaner, more sustainable future. Together, we can drive positive change and redefine our relationship with energy.

ASSET 4:- COPPER ( AKA THE DOCTOR )

If you weren’t aware, Copper is often referred to as “The Doctor” in the market due to its “Ph.D.” in economics. This nickname reflects the close connection between copper prices and the global economy’s health, making copper price changes a leading indicator of economic activity.

Unfortunately, the importance of Copper in our daily lives has been undermined in the media, with mining being portrayed as harmful to the environment. This misconception has led to a diminished appreciation for the metal’s significance, which is absurd. It is crucial to highlight the remarkable work undertaken by our major commodity giants to rectify this perception.

In an article I wrote on March 11th, 2023, I discussed the concept that every time we clean something, we make something else dirty. While we strive for a cleaner planet as outlined in the Paris Agreement, we must also recognize that achieving this goal requires the assistance of “The Doctor” – Copper.

Despite the ongoing concerns surrounding mining, particularly regarding safety and working conditions, it is essential to acknowledge the commendable efforts being made to improve these conditions for miners and the communities where mines are located. These efforts include infrastructure development, improved living conditions, and prioritizing the safety and well-being of workers.

Responsible miners must accompany responsible mining. Industry leaders invest significant time, effort, and profits in adhering to regulations while upholding their commitment to the health and safety of the planet. However, additional regulation and support from governments and policymakers are necessary to assist the mining industry in fulfilling its obligations.

Mining copper is a substantial responsibility; with adequate support, the industry can deliver on its promises. We need more collaboration with policymakers who endorse, recognize, and support the efforts of responsible miners, ensuring they have the necessary resources and regulations to extract this vital commodity while prioritizing safety and environmental sustainability.

“The Doctor” can play a vital role in repairing our planet. Renewable energy is essential for reducing global carbon emissions and combating climate change. However, developing green technologies like wind turbines, solar panels, and electric vehicles requires significant amounts of Copper, aluminum, and zinc. This emphasizes the critical role of responsible miners and traders in advancing these technologies.

Unfortunately, we are facing a Copper shortage in the market due to current suppliers and the need for increased government support for new mining projects. Goldman Sachs has reported a significant decline in permits granted for new copper mines over the last decade. This trend, coupled with the lengthy process of obtaining permission and building a mine, is cause for concern.

Goldman predicts a rapid increase in Copper demand, potentially leading to a price surge of 67% and reaching $15,000 per tonne by 2025. However, miners hesitate to invest in extensive new mining projects beyond their existing initiatives. As a result, the copper market is expected to face supply shortages by 2026 and 2027.

While the growing demand for Copper presents an opportunity for the mining industry to showcase its commitment to responsible practices and sustainable development, we need the support of governments and policymakers to collaborate on extracting and delivering vital metals like Copper while safeguarding the Earth and its inhabitants.

While there are numerous options to invest in the forthcoming rise of Copper, my preference lies with Glencore. As a leading company in copper management, their unmatched reputation and team of seasoned professionals inspire confidence. With a significant output of 994,000 tonnes in 2022, Glencore owns and operates copper mines across the globe, including in the Democratic Republic of Congo, Australia, Peru, and Chile. Additionally, their proposed merger with Teck under MetalsCo is expected to boost annual copper production to 1,436,000 tonnes. For me, Glencore is the epitome of excellence in the copper industry, making them my go-to choice for copper holdings.

ASSET 5 :- OIL

Investing a portion of my portfolio in the oil sector is always an attractive option and one that only requires a little explanation. However, with numerous options available, it’s crucial to choose wisely. I share three of my picks, as I did with the esteemed ‘E1vis Collective’ during our memorable canal cruise in Amsterdam.

When it comes to oil ETFs, the choices are abundant. One compelling option is the Energy Select Sector SPDR Fund (XLE), which offers exposure to a diversified portfolio of energy companies, including major oil and gas producers. This ETF provides an opportunity to benefit from the potential upside in the oil sector while mitigating individual stock risk.

Another noteworthy option is the iShares U.S. Oil & Gas Exploration & Production ETF (IEO). This ETF focuses on companies engaged in oil and gas exploration and production activities in the United States. Investing in IEO can capitalize on the growth potential of domestic energy exploration and production, potentially reaping the rewards of a prosperous oil discovery.

For those seeking a broader approach to the energy sector, the Vanguard Energy ETF (VDE) is worth considering. This ETF exposes many energy-related companies, including oil and gas producers, refiners, and equipment manufacturers. With VDE, investors can capture the collective performance of various segments within the energy industry, diversifying their exposure and potentially benefiting from the sector’s overall growth.

It’s important to note that investing in the oil sector carries risks, including market volatility and geopolitical factors that can impact oil prices. Therefore, thorough research, careful risk assessment, and a long-term investment approach are recommended.

ASSETS 6 & 7 – COBALT & LITHIUM

Within the vast landscape of the cobalt industry, my focus remains on “Responsible Producers” such as BHP, Vale, Glencore, and Freepoint. With a combined market capitalization of nearly $500 billion, these companies possess strong operating models and expert teams that have captured my attention. While there are numerous other responsible producers within the cobalt industry, my current focus is on the companies I have personally invested in.

On the other hand, my success in the lithium sector has been primarily through ETF investments, particularly the Global X Lithium & Battery Tech ETF (LIT). This ETF tracks the Solactive Global Lithium Index, which includes the largest and most liquid-listed companies engaged in lithium exploration, mining, and battery production. LIT charges an expense ratio of 75 bps.

Another noteworthy option is the Amplify Lithium & Battery Technology ETF (BATT). It seeks to provide exposure to global companies that derive significant revenues from developing, producing, and using lithium battery technology. BATT charges an expense ratio of 59 bps and offers an annual yield of 3.83%.

By investing in these lithium-focused ETFs, I align myself with the companies at the forefront of lithium exploration, mining, and battery technology. These investments contribute to the transition towards cleaner energy and electric mobility and offer potential growth opportunities within the rapidly expanding lithium market.

As always, conducting thorough research and considering the risks associated with investing in specific sectors or commodities is crucial. Consulting with a financial advisor can provide valuable insights and guidance in selecting the appropriate ETFs based on individual investment goals and risk tolerance.

The Journey Continues……

At the vibrant ‘E1vis Collective,’ a gathering unfolded in the heart of Amsterdam. Amidst spirited discussions, one idea emerged—the Magnificent 7, a collection of investments with the power to redefine wealth creation. From AI and cryptocurrencies to clean energy and metals, these assets beckon the adventurous investor. As we navigate the evolving landscape, the fusion of technology and sustainability holds the key to our future prosperity.

Embrace the potential of A.I. stocks and the captivating world of crypto projects. Seize the opportunity presented by clean energy ETFs and support the transition to a sustainable future. Recognize the significance of metals like Copper, cobalt, and lithium and the responsible producers behind them.

The Magnificent 7 portfolio embodies our commitment to innovation, responsibility, and growth. So, let us embark on this exhilarating journey, knowing that our choices can reshape our fortunes tomorrow.

As we close the chapter on the Magnificent 7, we return to where it all began, to the energy and anticipation of the ‘E1vis Collective.’ May the echoes of our discussions resonate, inspiring us to forge a path toward a brighter, more prosperous future.

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