Start the conversation
In its just-released forecast for 2015, CNNMoney.com suggested a "ho-hum year" for stocks.
The popular news service even cited a Goldman Sachs Group Inc. (NYSE: GS) prediction that calls for a gain of less than 2% on the bellwether Standard & Poor's 500 Index.
As predictions go, this one is pretty mundane. And while folks who buy into this won't suffer actual losses, they will incur "opportunity losses."
You see, unlike the tepid forecasts of CNNMoney and Goldman Sachs, I'm forecasting a strong year for stocks – and especially tech stocks – in 2015. And folks who pick the "right" profit plays can do even better than the market.
Today I'm going to show you how to grab those market-trouncing gains – with three profit plays that appear tepid on their face, but are actually high-octane claims on the hottest slices of Silicon Valley growth…
Be a "Stock-Picker" Winner
This year has been a good one for U.S. stocks, with the S&P 500 up more than 12%. And folks who understood this was a "stock-picker's market" – meaning they chose the "right" winners – did even better.
And 2015 will be a good year for stocks in general – and will be even better for investors who hitch a ride with several hot tech sectors.
For the year ahead, I'm projecting a 7% gain for the S&P 500. I'm basing that on the U.S. economy's recent strong performance – and I'm being conservative.
For the third quarter, U.S. gross domestic product (GDP) advanced 3.9%, meaning the market beat it by threefold.
Global economists are projecting 3.5% U.S. GDP growth in the new year. Cutting the market's multiple down to 2 gives us a projected 7% return.
Of course, I strongly believe tech will do much better…
That's exactly what happened last year. The Nasdaq 100 crushed the overall market with gains of about 20% – or roughly 66% better than the overall market.
Along the way, there will be plenty of opportunities for tech investors to do better than that.
In fact, Rule No. 5 of my five-part, tech wealth-building system can be used effectively in 2015. The rule says to "target stocks with the power to double."
As it turns out, it's not always about individual equities. In fact, the tech trends I'm watching suggest that three exchange-traded funds (ETFs) in particular meet that rule.
The great thing about ETFs is that you get a lot of potential upside while also greatly diversifying away your risk. But because these three ETFs are "focused," they let you play an entire sector with a single cost-effective investment.
And thanks to the three sectors we've chosen, I believe these are funds that could double over the next three years or so.
The bottom line: These are three tech ETFs that every investor should own.
About the Author
Michael A. Robinson is a 36-year Silicon Valley veteran and one of the top tech and biotech financial analysts working today. That's because, as a consultant, senior adviser, and board member for Silicon Valley venture capital firms, Michael enjoys privileged access to pioneering CEOs, scientists, and high-profile players. And he brings this entire world of Silicon Valley "insiders" right to you...
- He was one of five people involved in early meetings for the $160 billion "cloud" computing phenomenon.
- He was there as Lee Iacocca and Roger Smith, the CEOs of Chrysler and GM, led the robotics revolution that saved the U.S. automotive industry.
- As cyber-security was becoming a focus of national security, Michael was with Dave DeWalt, the CEO of McAfee, right before Intel acquired his company for $7.8 billion.
This all means the entire world is constantly seeking Michael's insight.
In addition to being a regular guest and panelist on CNBC and Fox Business, he is also a Pulitzer Prize-nominated writer and reporter. His first book Overdrawn: The Bailout of American Savings warned people about the coming financial collapse - years before the word "bailout" became a household word.
Silicon Valley defense publications vie for his analysis. He's worked for Defense Media Network and Signal Magazine, as well as The New York Times, American Enterprise, and The Wall Street Journal.
And even with decades of experience, Michael believes there has never been a moment in time quite like this.
Right now, medical breakthroughs that once took years to develop are moving at a record speed. And that means we are going to see highly lucrative biotech investment opportunities come in fast and furious.
To help you navigate the historic opportunity in biotech, Michael launched the Bio-Tech Profit Alliance.
His other publications include: Strategic Tech Investor, The Nova-X Report, Bio-Technology Profit Alliance and Nexus-9 Network.