RESEARCH PAPER: INTERNET & E-COMMERCE

Investing in Internet & E-commerce Investing
Q4 2020

Digital transformation of the U.S. economy is accelerating because the pandemic is forcing companies to change, fast. The U.S. economy, we call it “America 2.0”, could get six years of digital transformation packed into six months, with companies adopting technology, selling more directly to customers and expanding their margins. Potential winners could include not just Amazon, but companies growing even faster that enable digital transformation by providing the digital survival tools in cyber-security, data, cloud and other B2B services.

New this quarter:

  • COVID-19 and Digital Transformation of the U.S. Economy
  • “Stay-Play-Work-Shop” at Home Stocks
  • OGIG vs. Traditional Tech Indexes: What Are Investors Missing?

RESEARCH PAPER: U.S. LARGE & SMALL CAPS

The Power of a Quality Dividend Investment Strategy
Q4 2020

  • “Dividends: The Most Powerful Force in the Universe.”

    From Albert Einstein quote, “Compound interest is the most powerful force in the universe.”

  • Dividend Growth has Generated Income Growth
  • Where Can Investors Turn For Income?
  • Why Quality Matters?

OGIG. Investing in Real Growth

Kevin O'Leary, Chairman of O'Shares ETFs, discussing ETF OGIG, the difference between old and new tech, the mega trends driving the digitalization of global economies and where investors may find real growth

Best Performing and Riskiest Sectors, Past 10-Years

Drawdown as a measure of risk. There are several ways to express risk but one way most investors understand is maximum drawdown or the largest peak to trough drop for an asset in a given period. Information Technology and Consumer Discretionary, top performers, Consumer Staples and Health Care, least risky? While the S&P 500 Index has generated an average calendar year return of almost 15% since 2011.

A Decade of Small-Caps, Top Performing and Riskiest Sectors

Drawdown as a measure of risk. There are several ways to express risk but one way most investors understand is maximum drawdown or the largest peak to trough drop for an asset in a given period. Health Care and Information Technology, top performers, Utilities and Consumer Staples, least risky? While the S&P 600 Index has generated an average calendar year return of 12.7% since 2011.