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Chart of the month

Compounding power works for everybody

2 June 2021


The below chart was used for a group of students that will enter work-life this summer. Even with a relatively modest savings rate of 3-5% of annual gross wages and a return rate of 3% to 10% these students (and any other persons that can save money) stands to be financial independent in the long term


The chart below is OMXC20 index that have delivered 10% return per year excluding dividends. Now, OMXC20 includes winners like Coloplast, DSV and NovoNordisk, which helped performance.


It's obviously difficult to identify long term winners for the next 30-40 years, so identifying a good region (good corporate culture and inspiring innovation) could be one way forward. 

You can also just choose MSCI World which has delivered 7% per year since 1970 and even with a likely 6% (incl dividends) return profile things can work out nicely in the long run. 


Go for stocks the higher return rather than bonds and cash deposits, obviously only if you can live with the occasional volatility


The thin blue line is KFX/OMXC20 from 1990 to 2021

Welcome to Nordic Investment Partners

 

Nordic Investment Partners is a privately owned advisory and network platform.


Advisory and consultancy is provided on a very selective basis. Focus is on strategy clarification and forming of execution roadmap. This can be applied in investment strategies, corporate development, Investor Relations/capital findings and ongoing pit-stop check-ups. 


Investment advice is only available through  Advice Capital Vision Fund


On this website you find;

 

  • investment roadmap updates are complimentary on this web-page
  • Advice Capital Vision Fund introduction. More on www.advicecapital.eu
  • Nordic Value Investor Conference - a conference for sharing of investment ideas and themes forming the investment landscape more on www.nordic-value.dk

 

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Roadmap 2021 update after 1Q 2021

Roadmap 2021 and deep digitalization for 2020s