LEGO Aviation & Aerospace Bundle I (80 Sets)

Investment Thesis 📝
 

Metric	Value
Investment Horizon	2029–2031 (4 to 6 Years)
Expected CAGR (Balanced)	12.3% p.a. after fees
Optimistic CAGR	19.3% p.a. after fees
Entry Discount	1.6% below market
Sharpe Ratio	0.68 (vs. SMI: 0.61)
Value at Risk (VaR)	90% chance to exceed €17,100
Standard Deviation	17.4%
Risk Rating	B (8.0/10 – Moderate Risk)

• 6-Year Horizon: Targets exit between 2029 and 2031, capturing mid- to long-term post-EOL appreciation.
• 12.3% CAGR (Balanced): Reflects strong historical performance of retired LEGO aerospace sets.
• 19.3% CAGR (Optimistic): Upside case driven by collector scarcity and limited future supply.
• 1.6% Below Market: Attractive entry vs. retail benchmarks and appraised valuations.
• Sharpe Ratio of 0.68: Highlights compelling excess return vs. volatility—outpacing the SMI index.
• VaR Protection: 90% probability value exceeds €17,100 after 6 years—offering strong downside security.
• Low Volatility (17.4%): Reflects high stability compared to typical collectibles or equities.
• Risk Rating “B”: Solid overall score driven by excellent price data, valuation, and historical set performance.

Exit Options at Maturity 🚪

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We will manage the exit on investors’ behalf. Depending on market conditions, sets may be sold wholesale or individually to collectors—whichever maximizes returns at the time of exit.

Why Invest in This Category? 🎨

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Limited-edition LEGO often appreciates sharply post-retirement. Broad collector bases, steady secondary-market liquidity, and low correlation with traditional assets make LEGO an attractive, comparatively low-risk alternative investment.

Why Invest in This Asset? 💎

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Investing in LEGO isn’t just about bricks—it’s about owning a tangible piece of human achievement. The Aviation & Aerospace Bundle I captures two of the most iconic milestones in engineering history: the supersonic elegance of the Concorde and the awe-inspiring power of NASA’s Space Shuttle Discovery. Both sets are part of the LEGO Icons series, known for their museum-quality craftsmanship, authentic detailing, and high collector prestige.

What makes this bundle exceptional is not just its nostalgic or educational value—but its rarity trajectory. With the Discovery set retiring in December 2024 and Concorde expected to follow in 2026, sealed sets in mint condition will become increasingly scarce. Every box opened by a hobbyist or gifted to a child tightens supply, making untouched sets like these prime candidates for value appreciation.

LEGO aerospace models historically show strong post-EOL (End of Life) performance, driven by cross-market appeal—from LEGO investors to aviation buffs and STEM educators. These are not toys; they are miniature tributes to mankind’s most daring feats, beautifully captured in brick form.

For investors, this bundle offers more than returns. It taps into a powerful emotional narrative: progress, innovation, and dreams of flight. These are sets that people don’t just want to own—they want to preserve. And when desire meets diminishing supply, price follows.

Conclusion 🎯

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Combining low volatility, a strong Sharpe ratio, and iconic aerospace themes, this LEGO bundle stands out as a collectible with both emotional depth and financial upside. With rising scarcity post-EOL and wide collector appeal, it offers a unique opportunity to invest in human innovation—brick by brick.