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Chart of the month

S&P500 in 50.000.....by 2071 

3 July 2021


The Roadmap for 2021 update shows earnings growth in 2021 has increased from 22% to 38% for Europe and USA on average. In the first 6 months of 2021 valuation increased by 3-4%, so if stocks follow earnings growth, then 2021 could be an outstanding year. 


Valuation do however tend to be an anchor despite it works slowly. So the run in stocks in 2021 could be in for a pause, before we get into the final yearend run from October 2021. 


There might well be more volatility in the coming months. Who knows? But for the long term things look fine;  


The roadmap update also share some views on compouding and inspired by a 'house for sale' advertisment from 1941. 


With 5% annual compounding the world drumbeat stock index, S&P500, will reach 10.000 in 2036 and 50.000 in 2071


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


The green line is MSCI World performance in 2021. Dotted line is roadmap 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

 

Feel free to reach out via the contact page

Roadmap 2021 update after 2Q 2021

Roadmap 2021 and deep digitalization for 2020s