https://getqu.in/CNMgGw/
Also a good contribution to the topic
Also a good contribution to the topic
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9Mon
@Tenbagger2024 Thanks for the link! You're right, the articles complement each other very well. The basic messages are the same: World Momentum ETF can generate some excess return with slightly higher risk.
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@Epi
The author also sees the danger in the fact that the ETF only reacts after 6 months, but the share could already be in a consolidation at this point
The author also sees the danger in the fact that the ETF only reacts after 6 months, but the share could already be in a consolidation at this point
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9Mon
@Tenbagger2024 Correct. The great chart at the end of my article shows that the optimum is to rebalance every 2-3 months. An ETF with a volume of a few 100 million cannot do this so easily.
This asymmetry can be exploited by small private investors who can easily rebalance once a month. Perhaps this is even the reason why individual momentum models can outperform in the long term?
This asymmetry can be exploited by small private investors who can easily rebalance once a month. Perhaps this is even the reason why individual momentum models can outperform in the long term?
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@Epi
Perhaps
the Darvas method is a little more ideal.
https://extraetf.com/de/wissen/boersenguru-darvas
Perhaps
the Darvas method is a little more ideal.
https://extraetf.com/de/wissen/boersenguru-darvas
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âą9Mon
@Tenbagger2024 I had already tried something like this once. It worked really well for a while, but then false signals followed false signals and the profits were gone again. There seem to be market phases in which this method works and those in which it does not. Perhaps Darvas was simply lucky to have earned his 2 million in a suitable market phase. After that, all he could do was write about it and make even more money with the book. đ
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@Epi
@Epi
My view would be that there are already certain buy and hold stocks. Such as long term runners and compounders, where I don't think it makes quite as much sense to match market phases. The savings plan will work well here.
But then there are a lot of stocks where it makes a lot of sense to match the market phases. Like with cyclicals. Tesla, for example, has very long sideways movements in which you should get out of the share and invest the cash elsewhere. But here it is a challenge to catch the few upward movements.
Perhaps you could write an article about the different types of shares.
How you can identify them.
And which stock type is suitable for which strategy.
@Simpson's portfolio would be a good example of a buy and hold strategy. I think he also has a good talent for finding long term runners and compounders.
Maybe a quality ETF is something similar. Buy, fall asleep and look at it again after 30 years đ.
@Epi
My view would be that there are already certain buy and hold stocks. Such as long term runners and compounders, where I don't think it makes quite as much sense to match market phases. The savings plan will work well here.
But then there are a lot of stocks where it makes a lot of sense to match the market phases. Like with cyclicals. Tesla, for example, has very long sideways movements in which you should get out of the share and invest the cash elsewhere. But here it is a challenge to catch the few upward movements.
Perhaps you could write an article about the different types of shares.
How you can identify them.
And which stock type is suitable for which strategy.
@Simpson's portfolio would be a good example of a buy and hold strategy. I think he also has a good talent for finding long term runners and compounders.
Maybe a quality ETF is something similar. Buy, fall asleep and look at it again after 30 years đ.
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âą9Mon
@Tenbagger2024 Yes, these endurance runners certainly exist. But I don't trust myself to find them. I tried, but it didn't work out well. One thing I do know is that only a fraction of the long runners of the last 20 years will be in the next 20 years. So you either have to invest a huge amount of time in analysis, sacrificing your life to stock analysis (like Buffett), or you simply buy a large basket of potential long term runners - then you're back at B&H WeltAG.
And your idea, as with Tesla, wait until momentum starts and take profits on other "Teslas" in the meantime - that's the basic idea of momentum investing. There are already some pretty ingenious momentum strategies.
Otherwise, the B&H Quality Factor ETF is of course always an option. You just have to stick with it for 30 years and hope that the fund is not liquidated or merged twice in the meantime. đ
And your idea, as with Tesla, wait until momentum starts and take profits on other "Teslas" in the meantime - that's the basic idea of momentum investing. There are already some pretty ingenious momentum strategies.
Otherwise, the B&H Quality Factor ETF is of course always an option. You just have to stick with it for 30 years and hope that the fund is not liquidated or merged twice in the meantime. đ
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https://traderfox.de/aktien/exlservice-holdings-inc-a0lb2a/
https://aktie.traderfox.com/visualizations/US3020811044/DI/exlservice-holdings-inc
I've written something about this before. I think it's a good tool for identifying long-distance runners.
Compounders are usually companies with a moat. They often have a dominant market position, sometimes already a monopoly such as $FICO, a good business model and a good CEO such as $CSU, or a high market share such as $V and $MA. Or simple stories such as $CTAS or the disposal companies $WM and $RSG
https://aktie.traderfox.com/visualizations/US3020811044/DI/exlservice-holdings-inc
I've written something about this before. I think it's a good tool for identifying long-distance runners.
Compounders are usually companies with a moat. They often have a dominant market position, sometimes already a monopoly such as $FICO, a good business model and a good CEO such as $CSU, or a high market share such as $V and $MA. Or simple stories such as $CTAS or the disposal companies $WM and $RSG
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