Sector rotation

Tenbagger2024 · 2026-02-04T18:12:32.131790Z

$TDIV $IUIT My dears, there will probably be a good shift into conservative values today. Congratulations to the dividend investors 💐🎂 @Dividendenopi @SAUgut777 Is this the fear of investors, who of you are buying now.

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

3D

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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Tenbagger2024@Tenbagger2024

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@Get_Rich_or_Die_Tryin
Gold and silver but also not intoxicating $MP is also beaten up.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

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@Tenbagger2024 I should have written more precisely: Basic commodities.😉 Base metals, oil, etc.😅

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

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@Tenbagger2024 and $MP is not profitable and is "only" active in rare earths. Which do not have such an enormous place in the basic industry.

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Patrick Schäfer@Hotte1909

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@Get_Rich_or_Die_Tryin the $DTE announces something with ki,ai or something else and rises 5%

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Tenbagger2024@Tenbagger2024

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@Hotte1909
I have the impression that these are mainly the US AI values. $APH is just getting interesting

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

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@Hotte1909 They are also telecommunications.🤷🏼‍♂️😂 And the topic is not overhyped in Germany. And they don't overdo it with the capacities either. And they have supplied a customer list virtually at the same time. Which are real, revenue-generating and profitable customers. And not an OpenAI-style circular economy.🤣

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Demas@Demas

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@Get_Rich_or_Die_Tryin good comment. I think we have uncertain times ahead. So basic consumption is very good location to put money

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Patrick Schäfer@Hotte1909

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@Get_Rich_or_Die_Tryin I already knew what you meant 😉 Telekom just happened to catch my eye and you had written telecommunication, so I couldn't resist the comment

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Patrick Schäfer@Hotte1909

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@Tenbagger2024 achja was not the first red day was not the last red day 😀

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

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@Demas agreed. Still searching for the right moment to switch allocation massively. Imo there’s still some time left to do so.

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View all 19 further answers

Dividendenopi👴@Dividendenopi

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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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ElbeInvestments@ElbeInvestments

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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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fund_navigator_elshq@fund_navigator_elshq

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We want GREEEEED at Growth, finally come back 😆

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JM@jm_finance

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Yes, it's going quite well today, but can quickly turn again 👍🏻☺️

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Nuqqx@Nuqqx

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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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Max@Divident_e

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My dear. Wisdom remains to be seen

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S.A.U.@SAUgut777

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Daily result +0.56% and new ATH 🫣😊

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Tenbagger2024@Tenbagger2024

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@SAUgut777 you should make a wikifolio

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Tenbagger2024@Tenbagger2024

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@SAUgut777 Your portfolio will certainly rise even in the bear market

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S.A.U.@SAUgut777

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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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Tenbagger2024@Tenbagger2024

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@SAUgut777 It's all in the mix

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S.A.U.@SAUgut777

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@Tenbagger2024 which fortunately looks quite good so far

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Tenbagger2024@Tenbagger2024

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@SAUgut777
I have too many growth stocks

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S.A.U.@SAUgut777

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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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Tenbagger2024@Tenbagger2024

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@SAUgut777
Perhaps not. The next bear market is sure to come

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S.A.U.@SAUgut777

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@Tenbagger2024 We're at the beginning and are creeping into the middle 🫣😉

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Tenbagger2024@Tenbagger2024

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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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View one more answer

Tenbagger2024@Tenbagger2024

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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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Dividenden@Rente@userc7b02065b8a7407b

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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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Tenbagger2024@Tenbagger2024

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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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