What is fintech and why is it included in this portfolio?

Fintech (financial technology) refers to companies that use technology to improve and automate financial services. Companies like Robinhood, SoFi, and Affirm are included because they give individuals greater control over their personal finances through user-friendly digital platforms. These services allow people to manage investments, banking, loans, and payments directly from their devices without traditional intermediaries.

What are IoT devices and how do they relate to personal control?

IoT (Internet of Things) devices are everyday objects with internet connectivity that collect and share data. In this portfolio, companies like Sonos, iRobot, and Viomi create smart home products that give you control over your environment – from adjusting temperature, managing security systems, controlling entertainment, to automating cleaning tasks – all typically through smartphone apps. These technologies enhance personal autonomy by letting you customize and command your living space.

How does AI enhance the companies in this portfolio?

Artificial intelligence serves as a growth catalyst for these companies by making their products smarter and more personalized. AI enables financial platforms to offer customized investment advice, helps smart home systems learn your preferences and automate routines, and allows security systems to distinguish between normal and suspicious activity. As AI technology improves, these products become more intuitive and valuable to users, potentially driving higher adoption rates and customer loyalty.

What is projected sales and projected profit in the stock data?

Projected Sales refers to the anticipated revenue a company is expected to generate in the future, typically for the upcoming fiscal year. Projected Profit indicates the estimated earnings the company is expected to make after expenses. These forward-looking metrics help investors gauge a company's growth potential and financial health. They're particularly relevant for the technology companies in this portfolio, as many are focused on scaling their user base and improving profitability over time.

Why are dividend metrics included when many tech companies don't pay dividends?

While many innovative technology companies reinvest profits back into growth rather than paying dividends, some established firms in this portfolio might offer dividends. The Dividend Yield shows what percentage return a company pays out in dividends relative to its stock price, while the Dividend Payment Date indicates when these payments occur. These metrics help investors who seek both growth potential and regular income. For companies that don't currently pay dividends, these fields would simply show as not applicable.

15 handpicked stocks

Power & Control Portfolio

These carefully selected stocks represent companies putting unprecedented control directly in users' hands. Professional analysts have assembled this collection of innovators in fintech, smart home automation, and personal technology that are revolutionizing how people manage their daily lives.

Han Tan | Market Analyst

Updated 2 days ago | Published at juin 17