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Analyzing the Investment Returns of Retired LEGO Sets from 2022 After 90 Days
Had you invested $100,000, you'd now have...
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As we close in on April, we now have 90 days of data for LEGO sets that retired at the end of 2022.
Let’s see how the different themes are performing.
Average ROI After Selling Fees: 31.0% (up from 29.5%)
The growth has cooled off but is also holding steady on the Tokyo set.
Average ROI After Selling Fees: 13.8% (up from 12.8%)
Small changes across the board but nothing crazy going on here. The Stunt sets suck and are a huge drag on the overall ROI for City.
That’s why you never saw me investing in them.
Average ROI After Selling Fees: 21.4% (up from 13.7%)
Very nice gain here over a single month. The Lion set is the only one that hasn’t made money if you invested in it.
Average ROI After Selling Fees: 20.7% (up from 19.7%)
Profit taking going on with the Batwing, while other sets picked up the slack.
Average ROI After Selling Fees: 33.8% (down from 36.3%)
Disney cooling down a bit after a strong start. Profit taking going on with the smaller sets while the Castle set keeps climbing.
Average ROI After Selling Fees: 23.6% (down from 24.6%)
The Alphabet truck is now leading the way. Wishing I would have got more of them.
Average ROI After Selling Fees: 20.7% (down from 22.4%)
Some profit taking here too. Not shocking to see given how big the list of retired sets is.
Average ROI After Selling Fees: 37.2% (up from 33.4%)
One of the best themes continues to perform well. No one should be surprised by this.
Average ROI After Selling Fees: 30.8% (down from 35.2%)
Profit taking is becoming the theme of March, if you couldn’t tell. The more this happens, the more prices will spike heading into summer.
Average ROI After Selling Fees: 18.0% (down from 24.6%)
People who are selling now will be punching themselves when they see what happens to the Camper Van price later this year.
Average ROI After Selling Fees: 23.4% (down from 30.6%)
Every set here is killing it. Central Perk price has taken a pit stop because Amazon found more of them to sell at $60.
Makes me want to add more while we still can…
Average ROI After Selling Fees: 3.3% (up from 0.4%)
The slow climb out of the gutter begins. I hope LEGO has learned that they grossly misjudged demand for these sets.
I was shouting about it for months last year.
Average ROI After Selling Fees: 11.7% (up from 10.3%)
The Mario theme continues to suck. The airship is the only good set here.
Average ROI After Selling Fees: 3.3% (up from -1.6%)
Marvel also doing it’s best to climb out of the dumpster. All of the Avengers sets are terrible.
There is a reason I didn’t invest in any of them.
Average ROI After Selling Fees: 11.8% (up from 10.2%)
I maintain that the underperformance from Minecraft is either:
Kids not being as interested in it anymore
LEGO made way too much of it
It might be a combination of both.
Average ROI After Selling Fees: 36.9% (up from 18.8%)
BOOM. Did I not warn that Minions was an underrated theme for investing? Go look back at previous posts.
Average ROI After Selling Fees: 12.6% (up from 6.8%)
Things are slowly improving here. There is still a supply/demand mismatch within this theme though.
Average ROI After Selling Fees: 9.5% (up from 7.0%)
I warned people about this theme for 2022. It was overhyped beyond belief.
Average ROI After Selling Fees: 37.1% (up from 28.0%)
Every set but one is profitable within Star Wars. Even the 501st Clone Troopers Set that I was skeptical about.
You can’t go wrong investing in Star Wars.
Average ROI After Selling Fees: 37.1% (up from 32.9%)
Like I said last month, we are just getting warmed up with Technic. The excavator set would be much higher by now if there wasn’t an Amazon whale dumping stock at $72.
Once that passes it will rocket towards $100.
The Overall Average Return on Investment After Selling Fees for All Sets: 20.4% (up from 18.1%)
Despite little growth in March, 20.4% return on investment after 90 days is an incredible rate of return.
Had you blindly invested $100,000 on December 31st, 2022 you’d now have $120,400 in asset value AFTER all associate fees with liquidation.
You can’t get that kind of return anywhere else. (Well you can, but it’s likely illegal)
When market participants exhaust their supply while taking profit, I expect prices on those sets to spike heavily heading into the second half of the year.
My monthly personal LEGO portfolio update will come next week. You can read the February update here if you haven’t already.
When you are ready, there are two different ways I can help you:
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Textbook Flipping Mastery - My in-depth guide on how to start a high-margin Amazon e-commerce business.
LEGO Investing Mastery - My in-depth guide on how to start a long-term “buy, hold, and sell” LEGO investing business.
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