Portfolio review and promising sectors

22nd June 2018 | Eoin Treacy

In one of my most thorough videos yet I’ve decided to give an update on a number of our holdings within the portfolio.

We start with some of our stocks which have been struggling since being recommended. I analyse what’s been affecting Haydale Graphene, Cyberdyne, and Alkane Resources whilst also going into detail about their futures.

There’s also commentary on 2U, Editas, Illumina and many others.

Sector wise I’ve also decided to focus on our commodity plays. I feel it offers us huge potential as the market greatly underestimates the impact/demand for lithium powered batteries.  

Healthcare is also put under the microscope as one of our holdings has the potential to truly alter health services across the world.

Finally, our beloved UK holdings are also examined through PureTech Health and Smart Metering Systems.

There are still many topics covered in the video which I have not mentioned here so I hope you enjoy this extremely detailed update. At 40 minutes long, it may be my longest one yet but I’m hoping it will only feel like 10!

All the best,

Eoin Treacy
Investment Director, Frontier Tech Investor

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