March 18, 2025
Tailored Investment Strategies for New and Savvy Investors in 2025. The long-awaited investment outlook for 2025 is now here. We have conducted thorough research, studying the first two months of 2025, to provide a reliable glimpse of what investors can expect in 2025. Last year, we advised our clients to 'Kick off 2024 with an investment in Meta Platform Inc. stock,' as stated in our article dated 29th January 2024. At the time, the price of Meta Platforms Inc. was $394 per share, and our conservative projection anticipated that the minimum growth price of Meta would be $516 by 2025. As of today, Meta stands at $607. Achieving a remarkable 35% growth for investors in just one year. Now, IGW is here to showcase opportunities that investors should consider in 2025. Current Investment Environment The stock markets have experienced a decline thus far in 2025, and panic news has been rampant throughout the investment sector. Sharp declines in the portfolios of numerous investors who primarily invested in the US stock market, or the S&P 500 tracker fund are being observed. The current global political environment is partially contributing to the proliferation of alarm news, particularly considering the potential for a trade conflict between the United States and China, Mexico, and Canada, as well as the ongoing conflict in Gaza and Ukraine. However, it's important to note that the investment industry is renowned for providing unforeseen benefits during periods of uncertainty, and these times can also present unique opportunities for those who are prepared to seize them. Savvy Investors If you are currently invested in the Stock Market and noticing a decline in your portfolio, we encourage you to remain calm and avoid making panic sell decisions. We are happy to have a conversation with you regarding your existing portfolio and how to navigate the current decline. It is essential to assess your investment risk, determine your comfort level with various risks, and explore strategies to mitigate current losses. A decline in your portfolio today does not equate to a permanent loss; therefore, consider a long-term perspective. For your upcoming investments in 2025, we encourage you to prioritize diversifying into income-generating products such as "A-listed" corporate and government bonds, some mutual funds, some alternative assets and investing in defensive stocks. Defensive stocks are shares that deliver reliable returns via steady dividends, irrespective of the ups and downs in the broader market. These stocks are associated with sectors that consistently generate products in demand, regardless of prevailing market circumstances. Diversification can help spread your risk and potentially increase your returns. If you are interested in diversifying your portfolio and exploring bonds or alternative assets, please get in touch with us for a discussion. We can help identify which options align with your investment risk profile. Currently, we have available USD-denominated bonds that yield between 6% and 11% annually, requiring a minimum investment of $50,000 to $200,000. We are aware that confident and savvy investors favor stocks over bonds. If you're looking to diversify into defensive stocks, we've compiled a list of our preferred options for 2025. These stocks have a history of performing well in challenging market conditions and are part of Morningstar's US Defensive Super Sector, which includes the consumer defensive, healthcare, and utilities sectors. This should give you a sense of optimism about the potential growth of your investment. Below are the IGW's defensive stocks to consider diversifying into; TransDigm Group (TDG) HEICO Corporation (HEI) Curtiss-Wright Corporation (CW) Woodward (WWD), BWX Technology (BWXT) Cadre Holdings (CDRE) The Estee Lauder Companies (EL) Anheuser-Busch InBev (BUD) Pfizer (PFE) Ambev (ABEV) Roche Holding (RHHBY) New Investors For new investors who are just starting in the Stock Market and have yet to make their first investment, now is the time to consider entering the market. With stock prices currently low, there is a significant opportunity to realize substantial returns when the markets rebound. We can provide insights on stocks worth your attention; for example, Nvidia Corp, Meta Platforms Inc, Tesla Inc, Palantir Technologies, Constellation Energy Corp, Zscaler Inc, Arms Holding PLC, and Vistra Corp are all highly recommended options. For comprehensive insights regarding the above-mentioned stocks, reach out to us and seize this potential for substantial returns. For inexperienced investors who are concerned about the stock markets, we recommend considering the bond market. Here, you can find a range of government and corporate bonds denominated in USD, offering annual returns between 6% and 11%, depending on your risk level. These bonds can be a reliable source of income during market downturns. Our clients have access to bonds with a minimum investment of $50,000, a significantly lower threshold than the typical $ 200,000 minimum. The process of investing in bonds is straightforward and our team is here to guide you through it. Retirement and Savings Plans One investment opportunity that often goes overlooked is retirement and savings plans. These plans represent excellent long-term opportunities that address the requirements of our clients throughout their retirement and after their careers, support their children's university education, and provide substantial financial benefits upon the plan holder's passing, allowing the family to receive a significant inheritance. Several of our clients have taken the initiative to establish savings plans for their children, envisioning a future where they can provide them with startup capital for their entrepreneurial ventures post-university. The starting requirement for the savings plans is $200 monthly, available for terms of 5, 10, and 15 years. With the potential for significant growth and prosperity, these plans offer our clients a hopeful outlook on their financial future. Other Stocks To Consider Ultimately, which low-priced stocks have the potential to transform an investor's future over the next 5 to 10 years? At Innovest Global Wealth, we are passionate about analyzing and tracking trends. Currently, the investment landscape is optimistic regarding technology stocks, artificial intelligence, and electric vehicles. However, for those with a long-term perspective, we recommend allocating a portion of investments to quantum computing stocks, including D-Wave Quantum Inc., Quantum Computing Inc., Rigetti Computing Inc., and IONQ Inc. This long-term perspective should instill a sense of patience and commitment to the investment strategy. These quantum computing stocks signify a transformative technology poised to elevate and refine computing capabilities, presenting the opportunity for returns that could surpass 300% over a 5 to 10 year timeframe. We hold a positive outlook on several other stocks, including Recursion Pharmaceuticals, Duos Technology Group Inc., Archer Aviation Inc., and Super Micro Computer Inc. Please book an appointment with us to receive comprehensive information regarding the 2025 investment outlook. We will simplify and tailor an investment strategy for you. At Innovest Global Wealth, we aim to provide critical insights into the financial industry. However, our opinions are solely for informational purposes and should not be interpreted as investment advice. Any investor considering investing should contact a professional investment advisor or contact us directly.