This was a tough one :’)
Artificial intelligence (AI) has garnered significant attention and adoption over the past two years, with its applications expanding rapidly across various industries. Notably, AI's advancements in coding, content creation, and artistic endeavors have been remarkable. Many experts anticipate that AI will continue to revolutionize industries in the coming years. At this juncture, there seems to be little doubt regarding AI's potential, and its trajectory is likely to persist over the next 3-5 years.
As for predicting the best-performing fund in March, I must admit, it's a challenging task. All five funds under consideration are well-established, managed by experienced professionals with impressive track records, substantial fund sizes, and similar expense ratios. However, if I were to choose one, it would be the $BGF World Technology Fund(LU0056508442.MF$
My decision is primarily influenced by my belief that both Apple and Microsoft are currently undervalued. Among the five funds, this particular one offers the highest exposure to these two companies. Additionally, the BGF World Technology Fund stands out as the longest-running fund among the five options. This longevity provides higher stability compared to the others, further bolstering my confidence in its potential. Given my long-term investment horizon, I see significant upside potential in these stocks. Therefore, I view this fund as the one likely to come out on top!
As for predicting the best-performing fund in March, I must admit, it's a challenging task. All five funds under consideration are well-established, managed by experienced professionals with impressive track records, substantial fund sizes, and similar expense ratios. However, if I were to choose one, it would be the $BGF World Technology Fund(LU0056508442.MF$
My decision is primarily influenced by my belief that both Apple and Microsoft are currently undervalued. Among the five funds, this particular one offers the highest exposure to these two companies. Additionally, the BGF World Technology Fund stands out as the longest-running fund among the five options. This longevity provides higher stability compared to the others, further bolstering my confidence in its potential. Given my long-term investment horizon, I see significant upside potential in these stocks. Therefore, I view this fund as the one likely to come out on top!
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mr_cashcow : Nice insights, BGF does hold more positions in $Microsoft (MSFT.US)$ and $Apple (AAPL.US)$ maybe they can come up with some interesting new functions to make use of ai like Microsoft's copilot
小traderOP mr_cashcow: Haha yes, but this is more of a long term perspective as to why I chose BGF. Was really tough to choose :))
Dappyyy : Isn’t Microsoft near its ATH, why do you think it’s undervalued?
小traderOP Dappyyy: That’s a good question actually. I think it’s undervalued because it is lower than the intrinsic value that I calculated for MSFT. So I feel that as long as there’s a discount to the intrinsic value I will consider buying
Dappyyy 小traderOP: I see. So it’s using DCF I assume?