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#amundi

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Techaktien
@Techaktien
3Mon·
12
2 Comments
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Mister_ultra@Mister_ultra
3Mon
I still wouldn't rule out the possibility of stagflation.

Inflation is currently relatively stable at 3.5%, which is still almost double the target inflation rate of 2%.

At the same time, the issue of recession should not be neglected, or at least taken into account in the form of very low growth rates.

Growth of less than 1% with inflation of 3.5% is at least slight stagflation.

With an equity allocation of 90%, I am therefore somewhere between point 2 (massive buy) and point 5 (massive sell) 😂😂

Conclusion therefore for me (as always): Wait and see, drink tea, execute savings plans and collect dividends.
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René
@Booz
2Mon·

$LYPG - I would like your opinion, maybe you even have another idea.

I'm toying with the idea of "parting" with my shares in the tech sector ETF mentioned and have recently been going through a few options.

Background: In the meantime, I think I'm too IT-heavy, I'm also buying individual stocks in parallel (60-70% ETFs) and would like to diversify more and also reduce the lumpy USA risk somewhat. Furthermore, I now find the TER a little too high, the synthetic replication also harbors risks that should not be neglected and I am no longer 100% behind it. This currently applies to sector ETFs in general.


On the other hand, of course, there is the current good performance (what else) and potential taxes when selling.


I'm toying with the following ideas, what do you think?


a) 👍 Sell my shares, take the profits and pay taxes, put the sum into the $VWCEwhich I am also saving for

b) ❤️ stop saving in it and leave it and not take any profits (and only sell it if it falls again so far that the taxes to be paid are minimal). To increase the savings plan of the $VWCE increase

c) 🚀 Throw thoughts overboard and continue to save via a savings plan, but reduce tech individual shares if necessary.

d) ...?


Thank you for your (honest) opinions.


#sektoren
#etf
#etfs
#vwce
#tech
#it
#vanguard
#amundi

10
3 Comments
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Testoking@Testo-Investor
2Mon
I don't know what kind of movie you're watching. But you're invested in the best ETF you can have and it's going to keep on going like crazy over the next few years. So pull your balls back in your pants and leave the money in there. Why would you want to invest in a global ETF now that is performing much worse than your current ETF and the tech boom is still going strong? So, what are you making your pants out of?
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