Future Of Us Fund - £10k

Its easy to offer predications at the start of the year, on what 'might' happen, after all, who's going to hold me to them, who's even going to remember them a year from now..... Well to make this slightly more interesting this year, I've formed a fund of companies, stock and currency that i feel will directly profit, or capitalize on some of these predictions. I've put my money where my mouth is, kicking off with a £10k investment and i will post up its performance and progress every quarter in this blog to see how its doing. See the breakdown below and i will post up the exact split of the fund across these companies once completed.

Microsoft - £3,207

Strong performance over the last year and for me the possible O365 and MS teams merge could is only the start of what will become the default future digital tool set. Introduction of AI will bring signify simplification, automation and some very neat time saving tools to our admin heavy and stretched workforce. Also a bit of a punt but if they do managed to release a lower price point version off HoloLens for immersive Teams calls, they could single handedly transform the future of work.

NVidia - £1,271

I remember but my first Nvidia shares at $O.82 and losing sleep that they were greatly over valued at the time…..I wish I’d bought more! I then bought in again 2 years ago under the realization that their chips are used in pretty much every growth market in play, from crypto mining to Autonomous Vehicles and Gaming graphics cards. For me over valued or not, the future will need power, lots of power and Nvidia will play a key roll in this.

Matterport - £494

As the Metaverse starts to expand, having a digital twin of your office, stores or venue will be essential and play a significant role in brand presence. Matterport's LiDAR technology will make digitally replicating your locations a breeze and matterport are already well established in this space

Unity - £1,271

Providers of 2D 3D game engine design and rendering. A favorite in a small market place that developers and future developers favor.

As big as the gaming market is, i predict it still has room to grow and the growth of its non gaming market business could be big over years ahead as developers of the Metaverse will likely chose this quick to deploy solution. I wouldn't expect an early 2022 lift on this one as its still early days, but i'd back the hype that they are still good for a 30% growth over the next couple of years.

Roblox - £229

For many Roblox are the founders of one of the first monetized Metaverse spaces, In the Roblox and game designing Roblox Studio. They are flying the Metaverse flag with their own digital crypto current (Robux'x) and already have 47.3 million daily active users worldwide, proactively parting with their pocket money. 48% growth in the last year and i while competition will arrive, their model works and AR and VR additions could take it to the next level.

Google - £2899

Never a bad bet on the tech giant and with their progress in quantum computing and possible return of Google glass through their acquisition of North, this provides two strong revenue pumping options and if nothing else, its a safe place to bank for along term investment.

Apple - £531

1000% growth since Tim Cook took over 10 years ago and the first company to hit the £3T valuation this week. 37% growth last year speak volumes when we consider the limited new releases, proving that their highly desirable devices coupled with strong and growing alternative revenue streams such as storage, music and TV, make this another safe bet. But the growth here could come from the speculation of a AR glass or Facebook Quest alternative VR headset tipped for release this year. Either one could be strong in many fields, from gaming to consumer solutions. For me whoever cracks the smart location or cities overlap AR solution, will pick up a major prize.... It could be Apple and i cant wait to see what they release in the XR field over the year or two ahead.

Nike - £492

Early adopters and first movers in Metaverse presence, many are tipping they will capitalize on this, but for me, its not just the growth of Metaverse revenues, but also the lead in brand value having the early adopter positive impacts and cool factor will keep this already strong brand, even stronger. One to watch for sure.

NFT's - £tbc

Will they or won’t they stand the test of time? Are they a fad or are they here to stay?

Well I think due to shifting societal trends of digital ownership and the growth of the Metaverse, I think NFTs could become good investment. How sure….hmmm well i'm keep it sensible in honesty. I'm buying Digital Art and backing big collections that i feel will grow as communities, and not just art of the sake of art. If we look to the biggest noise in this space currently, the Bored Ape Club with celebraties parting with huge amounts of cash to be in the club, i think the link to the community is the key. For my considerably small investment i've bought into 'I'm Frank' NFT collection for the main part of my investment and my second and third purchase have already seen rises in values over a two week period, so lets see how they do.

I will also be minting a picture of something funny on Google Translate and will see if there is any interest from buyers over the year.

(pics and buy prices to follow of my NFT's once collated, i still have two more to buy)

Crypto's

- Enjin Coin - £500

Does crypto have a future? well not the first time we've asked this question and if we look back its clearly an interesting journey. For me it has to have a place for two reason, 1. A Digital Metaverse Transaction currency using blockchain in the growth markets of NFT's and wider Metaverse spaces. 2. Replacement for cash. If we think to the way blockchain works, if we remove cash we remove the majority of cash related crime, which I'm sure people will find a way around but the revenue loses between £4.6bn and £5.5bn per year in tax evasion with a total of possible tax gaps of £35b. If you use a distributed ledger that is visible, even only at one end, you could pretty much wipe out tax evasion overnight and improve the tax gap position overall.

Will the treasury release their own digital coin, or will one of the current ones take the position? Who knows, but there is still a far wider active market, with new coins landing all the time, with some dizzying value spikes. Enjin Coin has the all the makings for a positive crypto ride, but as with many new cryptos, they tend peak on focus and then disappear back to their intro value. Will I spot the peak? Will there even be a peak? Or will this be a £500 gamble, based on over hyped speculation

I still kick myself for not holding onto my 3x £3,500 bitcoin buys! Will this be my chance to redeem myself... let's see.