ETFs of 'New Economies' Focusing on Disruptive Companies Favored: CLS

The video discusses the focus on future growth through disruptive companies and technologies. CLS emphasizes innovation with themes like 'be innovative' and explores new economies. It highlights ETFs such as XT and comp KO MP, which focus on disruptive technologies like drones and cybersecurity. The discussion extends to diverse investment opportunities, including defensive stocks and healthcare, challenging the notion that growth is solely tech-driven. CLS believes in the potential of disruptive opportunities beyond traditional technology stocks.

What is the main theme at CLS this year?

• Be Traditional

• Be Conservative

• Be Innovative

• Be Defensive

Which ETF is associated with exponential technologies?

• XT

• COMP

• SPY

• QQQ

What are some examples of disruptive technologies mentioned?

• Textiles

• Automobiles

• Drones and Cybersecurity

• Renewable Energy

Which type of stocks are included in the broader growth strategy besides technology?

• Real Estate

• Automotive

• Pharmaceutical and Healthcare

• Retail

Why might a portfolio not show a lot of growth according to the transcript?

• Lack of investment

• Focus on traditional industries

• High risk aversion

• Growth is often seen as just technology