1Mon·

Sector rotation

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51 Comments

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Basic consumption, industry, raw materials, telecommunications are running today or are at least more stable. The main thing is nothing with AI, things that everyone needs or things you can touch.😂🤷🏼‍♂️
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Up 8.25% YTD so far. I'm pleased, it's a snapshot and will change again. I'm keeping a close eye on things and will certainly be looking for one or two entry opportunities away from dividends in the near future 😇🙃😉
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I currently find the level at $MSCI very interesting and am considering putting a first foot in the door there with 2 units.
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We want GREEEEED at Growth, finally come back 😆
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Yes, it's going quite well today, but can quickly turn again 👍🏻☺️
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Today it is the other way around again, the two ETFs are a nice benchmark index @Get_Rich_or_Die_Tryin
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It had to turn around a bit at some point, my dividend foundation is smiling at me.

$ULVR (finally took profits again at €60)
$ISPA
$ZPRG
$TDIV
$O
$MARUY (a little more and then you'll be my first doubler <3)
$MICC (I love ice cream and the share is simply awesome so far)
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My dear. Wisdom remains to be seen
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Daily result +0.56% and new ATH 🫣😊
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@SAUgut777 you should make a wikifolio
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@SAUgut777 Your portfolio will certainly rise even in the bear market
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@Tenbagger2024 the stock market gives it and the stock market takes it...and so far today it is down 1.03% 🤷🏻‍♂️😅
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@SAUgut777 It's all in the mix
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@Tenbagger2024 which fortunately looks quite good so far
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@SAUgut777
I have too many growth stocks
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@Tenbagger2024 would also like to add some this year, although my dividend stocks of the past were good growth stocks (value) despite dividends 😇😊
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@SAUgut777
Perhaps not. The next bear market is sure to come
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@Tenbagger2024 We're at the beginning and are creeping into the middle 🫣😉
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@SAUgut777
It's an election in the USA ... but I'm sure you won't like that 🍊
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In my opinion, there is a lot of uncertainty weighing on the markets at the moment. On the one hand, investors fear that the billions invested in AI will not generate corresponding returns and, on the other hand, there are fears that generative AI etc. will undermine the business model of software companies, which is why they have suffered so much in recent days. Are these now entry prices? I don't know. Perhaps the dust has to clear first and the market has to find a bottom/direction.
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@userc7b02065b8a7407b Microsoft no longer reported CAPEX at all in its earnings. This has not gone down well with investors either.
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