Hi all,
I would like to posit a theory.
in the investment world, assets exhibiting truly low correlation with other assets, that is, also during contagion, are of great use as part of a portfolio.
I am currently investing a lot of money in energy efficiency renovations on our house, leveraging subsidies and tax deductions. They will, if my calculations hold, will bring a fairly large electricity bill down to 0. this is also after tax savings - income required to match is a fair bit higher.
Am I coping? 
feel free to go hard. Could I have just bought energy futures? Haha
2 Likes
Not sure if I understand you post correctly.
I am also in favor for energy efficency investments. How large is your electricity bill? Fairly large suggests e heating?
In my own calculations, to bring the bill down to 0 wasnât cost efficient. Because of the seasonal peals and the different 15min âLastgĂ€ngeâ.
Also unsure what the cost basis will be in the future. Energy prices for retail clients can go down - at least my EVU has some expensix contracts in their books which are paid by the mandatory customers. But network using fee wil probably go up.
btw I am currently planing a PV installation with a âSelbstbaugenossenschaftâ their offer if very interesting.
1 Like
They resell all the material with a 6% margin for them. You pay for engineering and you can also let them install everything. Or you follow the idea and book only a âBauleiterâ and bring some friends.
Cost incl TVA would be in my exampel 25k, for 15kwP on flat roof with east-west support system, inverter (which could also do off grid) and a 20kwh battery)
tough 4.5k cost is work you can do with friends. They estimate 2-3 days with myself +1 or maybe +2 other.
so net we are at 20k, minus pronovo ca 5k =15k for PV installation
not included: AC electrician (in my case some 100.-) and BaugerĂŒst / stair tower which should cost I think 1-2k
1 Like