Reviewing our portfolio

24th August 2017 | Eoin Treacy

I’ve recorded a video reviewing our investment positions – you can watch it here.

I cover several important trends which may affect our investments, including a US/China trade war and the upcoming prospects for 5G internet.

Cyberdyne is experiencing some downward pressure due to the strength of the dollar weighing on the Japanese stockmarket.

Microsoft’s transformation from a cyclical company to essentially a utility company continues to lend its shares stability – its adoption of a subscription-based business model has smoothed out its cash flow.

SolarWindow has pushed back to the $3.50 area – anticipation surrounding its upcoming announcement on 7 September has shored up the price.

Click here to watch the full update.

All the best,

Eoin Treacy
Investment Director, Frontier Tech Investor

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