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2026 is just around the corner.
Wall Street analysts estimate the S&P 500 could hit 7,800 in 2026.
This would imply an increase of +15%.
I don’t make predictions like that. No one knows the future.
What I do know? Two things:
The best investment is always one in yourself.
Stocks compound your wealth over time.
Let’s give you some interesting investment ideas for the new year.
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20. Scottish Mortgage Investment Trust ($SMT)
Company Profile
Scottish Mortgage is a publicly traded investment trust.
They identify and invest in ‘exceptional’ public and private companies that are building the future of the global economy.
Via $SMT, you get exposure to companies you could otherwise never get exposure to. Think about companies like SpaceX and ByteDance (TikTok).
Investment Rationale
Owns some of the world’s best public companies and private tech firms
Long holding periods allow real compounding to play out
Scottish Mortgage Trust invests in its best ideas only
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19. Adobe ($ADBE)
Company Profile
Adobe makes some of the world’s most used creative and marketing tools, including Photoshop and Illustrator.
The company generates revenue primarily via subscriptions. 96% (!) of its revenue is recurring in nature.
Adobe currently trades at cheap valuation levels. Management thinks the company is cheap too as they are heavily buying back shares today.
It might be an opportunity for investors who want to buy quality at low valuation levels.
Investment Rationale
Adobe’s products are the industry standard
The company profits from high customer loyalty and a strong brand name
High FCF margin (41.4%) and ROIC (35.8%)
Read the full investment case here.
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