Yes, you read it for years: The shipping markets are booming ! And yet there is no end in sight. After a healthy consolidation increases, the container ship charter rates to climb again, see chart.
tankers, Panamax size, almost two years at a daily rate of income of $ 17.500/Tag prospectus, obtained in previous average of the current year USD 37.000/Tag. Multi-purpose cargo ships could double their rate level in one year flat. The world's largest shipbuilder Hyundai has quadrupled its profit last year! And despite the high new prices now reach five years old 2nd-hand vessels due to their immediate operational capability higher prices than new construction. Unscheduled Distributions of 20% pa or more (or less tax free, of course) are for existing ship investments today nothing special anymore.
But what this means? Can one still "some way to go in" or if you prefer to invest his money in the DAX? - Clear answer: Yes! Invest in the shipping, because you invest in globalization. And continues unabated, regardless of stock market history.
financial Mathematical investigations showed a correlation of only 0.06 between the historical course of the DAX and the performance of ship funds . This means that the economic development of shipping funds independently on the course of the exchanges. Ship funds are therefore also ideal for risk diversification and Ertragsverstetigung in equity-heavy investment portfolio.
For the last 20 years, I urge my clients to invest in ships, before, during and after the general boom of this participation form. And each time they are moved to better than real estate, wind, aircraft, or what-even-more funds, in retrospect, even during the two rates of crises in the years 1998 and 2002. And of course, better than any serious diversified stock portfolio.
extract from the "Executive Summary" of a systematic analysis of historical ship funds, conducted by the research firm Media Fund, "brought Historical shipping funds to investors with relatively high fluctuations average returns of about 32% pa The [...] weakest returns attributable to the emission of years in the seventies and eighties. The lowest score in the nineties was with an annual return of around 19%. "After taxes, net, of course. Can we afford it there, no ship funds (more) to draw?