Visa: Compounder With Drawdown Defense

  • Visa is a core retirement asset, offering stability, low drawdowns, and consistent compounding, ideal for systematic withdrawals and long-term portfolios. Rolling return and drawdown analysis show that Visa outperforms SPY in stability and resilience, especially during market crises and corrections. Secular digital payments growth, strong free cash flow, and buybacks support Visa's long-term earnings power, despite fintech disruption risks.