How to find a hundred times the return of ten years from the tide of the times?

With a bigger view of the big picture, looking for a hundred times the return of ten years from the tide of the times - reading "Walking on Wall Street" has a feeling

Big picture view: technological revolution, industrial wave, consumption rise, standing on the side of time.

Looking at the trend of listed companies born in the wave of electronic informatization in the United States in the late 20th century and early 21st century, their stock prices in the next 10-20 years, it is found that:

1. Although there was a brief bubble in the early days of the wave (the stock price rose by 50-300 times in 1-3 years, but soon fell back to the original point within a year);

2. In the process of gradually maturing technology and growing industrialization scale, true technology innovators have become industry leaders, and the stock price has shown a 1000-3000 times increase in the next 10-20 years, such as Apple, Amazon, Microsoft, etc.;

3, however, in this process, about 90% of the companies whose stock prices have also increased by tens of hundreds of times during the bubble period have gradually disappeared.

4, in the past 50 years, the peaceful and stable development environment, the development of productive forces has greatly enriched material life, consumer demand is growing, but also the birth of evergreen trees in the field of large consumption, its stock price has also achieved more than 100 times the increase in the past 10 years, such as Wal-Mart, Coca-Cola and so on.

In the same law, China has also given birth to companies such as Tencent and Ali in such a wave of technology and industry that have increased by 100 times to 1,000 times in 10 years.

Therefore, it is foreseeable that China's next 10-year 10-fold increase in companies will appear:

1. In the field of biotechnology and biomedicine, the vigorous development of biotechnology will superimpose the aging of the population and the rise of healthy consumption in the next 5-10 years.

2, new energy field: new energy vehicles, photovoltaics, hydrogen energy.

3. Fusion technology based on the previous generation of information technology: big data + AI + 5G + AR/VR + blockchain, etc.

4. New consumption leader: comprehensive poverty alleviation, the rise of the middle class, from China to the world, enjoy the rights and interests of the global market.

The above fields have the following characteristics: the gap between domestic technology and foreign technology is narrowing day by day, and the scale of domestic industry is huge, industrial applications are even in the international forefront, and the future can enjoy the rights and interests of the global market.

Investment strategy: Select high-quality potential companies in the above fields: allocate 3-5 companies in each field, gradually adjust in the process, survival of the fittest, after 3-10 years of positions, the final portfolio is concentrated on 3-5 individual stocks.

The above views are for reference, I hope to help you, your attention and praise is the best support for my continued creation!