Model Investment Portfolios and Their Growth

Buying industry leaders of growing industries of the time with only knowledge people had at the time

Looking ahead, in 25 years, the top 10 NYSE or Nasdaq companies may have market caps between $6 trillion and $20 trillion. The goal with the sample portfolio is simple: structure it so that if even one stock hits a $1 trillion market cap without significant dilution, the portfolio could be worth $1 million without needing to invest more than $100,000. Even if none individually reach $1 trillion, the goal is that enough companies grow well enough that the overall portfolio still reaches $1 million. Multiple $20 trillion companies could exist by then, a concept that may seem unfathomable today; but historical progression supports it. Consider the average top 10 market caps over time:

• 1895: $100 million
• 1929: $1 billion
• 1958: $6 billion
• 1987: $40 billion
• 2001: $240 billion
• 2025: $2 trillion

another way of looking at it, from a decade by decade glance at the average market cap of the top 10 companies (noting the top in the world appears to be exclusively US companies and likely most or 80-100% of the top 10 (all until the 2000's) are as well, highlighting a superior economic system.) Non-US companies that made the list 2005-2025 include: BP, Royal Dutch Shell, PetroChina, ICBC, Novartis, Saudi Aramco, TSMC.

For data prior to this it's challenging as the modern economic system was developing with many companies trading like now in the late 1800's to early 1900's and the currency system changing from gold to paper in 1933 (losing it's final connection to gold in 1972, which was down to about 1.2% gold per dollar at the time and merely preserved the US gold stores from being claimed by other countries.) For historical context here's some ancient history of investable securities: 1720 the Dutch East India company worth 78-420 million dutch guilders (about 9.67 g silver per guilder) and probably $28-112 million US dollars in the time. 1730-1860 Bank of England 12-32 million GBP, 1791 Bank of United States $10 million, 1800 British East India Company 15 million GBP (about $73 million at the time), Bank of New York ($500k at it's IPO.) Prior to the 1700's, investment was done privately (such as investing in someone's ship venture) or investing in a guild; as well as buying real estate, art, precious metals, gems etc. Below, Jeremy Irons gives a great summation of recorded economic history of crashes in the movie 'Margin Call.' There's some F words in his speech, viewer discretion advised.