Non trovato

Raphael Steil · 2021-10-18T11:17:13.415238Z

Da die ETFs auf saubere Energien in unserer Community sehr beliebt sind, wollte ich mich ein wenig eingehender mit diesem Bereich befassen und sehen, wie groß das Interesse an einem ETF auf Solarunternehmen wäre. 𝐇𝐚𝐛𝐭 𝐢𝐡𝐫 𝐞𝐬 𝐞𝐮𝐜𝐡 𝐦𝐚𝐥 𝐚𝐧𝐠𝐞𝐬𝐜𝐡𝐚𝐮𝐭, 𝐨𝐝𝐞𝐫 𝐢𝐬𝐭 𝐞𝐬 𝐚𝐥𝐬 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐭𝐢𝐨𝐧 𝐳𝐮 𝐧𝐢𝐬𝐜𝐡𝐢𝐠? Ich fand die Solartechnik immer zu teuer und zu ineffizient, um sie als Anlageform interessant zu machen. In den letzten Jahren hat sich die Wirtschaftlichkeit jedoch massiv verbessert (dank besserer Technik und aber auch staatlicher Förderung). Wenn man bedenkt, dass die Sonneneinstrahlung insgesamt nur noch zunimmt (außer bei uns hier in Deutschland natürlich), fange ich an, mich näher damit zu befassen. In dem neuesten ETF von Invesco sind ganze 48 Unternehmen drin, mit einer guten Mischung von Energieversorger, Hersteller der Zellen bis hin zu Akteuren, die man gerne vergisst, aber eine wichtige Rolle spielen wie zB Wartungsdienste oder noch Überwachungssysteme. 𝐋𝐚𝐬𝐬𝐭 𝐦𝐢𝐜𝐡 𝐠𝐞𝐫𝐧𝐞 𝐞𝐮𝐫𝐞 𝐌𝐞𝐢𝐧𝐮𝐧𝐠 𝐰𝐢𝐬𝐬𝐞𝐧 👇👇

Raphael Steil

@TheRealRapha

3Anno·

Since clean energy ETFs are very popular in our community, I wanted to dig a little deeper into this area and see how much interest there would be in a solar company ETF.

𝐇𝐚𝐛𝐭 𝐢𝐡𝐫 𝐞𝐬 𝐞𝐮𝐜𝐡 𝐦𝐚𝐥 𝐚𝐧𝐠𝐞𝐬𝐜𝐡𝐚𝐮𝐭, 𝐨𝐝𝐞𝐫 𝐢𝐬𝐭 𝐞𝐬 𝐚𝐥𝐬 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐭𝐢𝐨𝐧 𝐳𝐮 𝐧𝐢𝐬𝐜𝐡𝐢𝐠?

I always thought solar was too expensive and inefficient to make it interesting as an investment. However, in recent years the economics have improved massively (thanks to better technology and also government subsidies). Considering that solar radiation is only increasing overall (except for us here in Germany, of course), I'm starting to look into it more closely.

Invesco's latest ETF has a full 48 companies in it, with a good mix of utilities, cell manufacturers, to players that people tend to forget about but play an important role like maintenance services or still monitoring systems.

𝐋𝐚𝐬𝐬𝐭 𝐦𝐢𝐜𝐡 𝐠𝐞𝐫𝐧𝐞 𝐞𝐮𝐫𝐞 𝐌𝐞𝐢𝐧𝐮𝐧𝐠 𝐰𝐢𝐬𝐬𝐞𝐧 👇👇

3 Commenti

Vince von Financial Independence@Financial_Independence

3Anno

Solar has a strong future ahead of it and seeing that a 'solar rooftop obligation' is now coming under the new government, now is still a super time to get in!

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Vince von Financial Independence@Financial_Independence

3Anno

the topic is THE FUTURE TREND and is also politically extremely demanded and promoted (I say only SOLAR ROOF DUTY!). For me, one of the topics that really make sense in the next few years...

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Vince von Financial Independence@Financial_Independence

3Anno

Solar energy has impressive growth potential: according to forecasts, solar spending will reach 3.4 trillion US dollars by 2040 and solar energy will account for 35% of all newly installed power generation systems worldwide (Bloomberg New Energy Finance). Photovoltaics will generate 25% of all electricity worldwide by 2050, compared to 2% today (BNEF).
Cost-effective electricity solution - The cost of electricity from solar energy has already fallen by 83% since 2010 (Lazard), due to dramatic technological advances and economies of scale. By 2050, the cost of solar energy will fall by a further 71% (BNEF), making it by far the cheapest source of electricity.

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