Will your companies still exist in the empire of real values in 30+ years?
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@Alpalaka Interesting point! But let's think this through to its logical conclusion. You ask whether these companies will still exist in 30 years' time? I ask back: will there still be a need for security, energy and food in 30 years' time?
Here's the reality check for you:
1. systemic relevance beats hype: tech companies come and go (remember Nokia or Yahoo?). But my companies are the hardware of civilization.
- Lockheed & Rheinmetall: As long as there are nations, there is defense. If these companies go to zero, we have a global collapse - then your ETF is worthless too.
- NextEra & Enbridge: Do you think we'll stop using electricity? On the contrary: AI and e-mobility are eating up huge amounts of it. These companies own the grid. Whoever owns the grid owns the future.
2. historical survivability: PepsiCo and Allianz have survived world wars, currency reforms and dozens of crashes. They have proven that they can adapt. A company that has increased its dividend every year for 50+ years has crisis management skills that start-ups can only dream of.
3. physical assets vs. bits & bytes: Your S&P 500 is full of software bets. My companies own pipelines, power plants, factories and land. These are real tangible assets. Even in the event of hyperinflation or a complete system reset, the value of the infrastructure remains intact.
My conclusion: I am not betting on the next 'next big thing', but on the basic needs of humanity. People will always eat, drink, be insured and defend themselves.
Good luck with your strategy - I'll stick with the companies that keep the world running! 😉
Here's the reality check for you:
1. systemic relevance beats hype: tech companies come and go (remember Nokia or Yahoo?). But my companies are the hardware of civilization.
- Lockheed & Rheinmetall: As long as there are nations, there is defense. If these companies go to zero, we have a global collapse - then your ETF is worthless too.
- NextEra & Enbridge: Do you think we'll stop using electricity? On the contrary: AI and e-mobility are eating up huge amounts of it. These companies own the grid. Whoever owns the grid owns the future.
2. historical survivability: PepsiCo and Allianz have survived world wars, currency reforms and dozens of crashes. They have proven that they can adapt. A company that has increased its dividend every year for 50+ years has crisis management skills that start-ups can only dream of.
3. physical assets vs. bits & bytes: Your S&P 500 is full of software bets. My companies own pipelines, power plants, factories and land. These are real tangible assets. Even in the event of hyperinflation or a complete system reset, the value of the infrastructure remains intact.
My conclusion: I am not betting on the next 'next big thing', but on the basic needs of humanity. People will always eat, drink, be insured and defend themselves.
Good luck with your strategy - I'll stick with the companies that keep the world running! 😉
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