Psychorex · 2024-09-04T06:34:36.683707Z

Als großer Freund der Tounaround-Wetten konnte ich heute Morgen bei $NVDA nicht widerstehen und habe Sie zu [93,75] ins Portfolio gelegt. Ich glaube an das solide Unternehmen und halte den Kursrutsch gestern zu hoch und erhoffe mir daher eine Korrektur nach oben und eine Trendwende. Da ich mehr an starken Dividendenzahlern interessiert bin wird das kein Kandidat, der (hoffentlich) lange im Depot liegen wird. Ziel ist die Aktie mit 15-20% Gewinn wieder abzustoßen und den Dividenden-EX-Tag im September mit zu nehmen.

@Psychorex

4Mon·

As a big fan of tounaround bets, I couldn't resist this morning at $NVDA (-0.85%) and added it to my portfolio at [93.75].

I believe in this solid company and think yesterday's price slide was too high, so I'm hoping for an upward correction and a turnaround.

As I am more interested in strong dividend payers, this is not a candidate that will (hopefully) remain in the portfolio for long. The aim is to sell the share again with a 15-20% profit and take advantage of the dividend EX day in September.

79 Comments

Mathijs@MathijsVO

4Mon

Yeah, better cash in that divident at $ 0.01 ;-)

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Psychorex@Psychorex

4Mon

@MathijsVO I‘m gonna be a Millionär if I only Holding enough Shares ;)

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DividendDream@Ijlal24

4Mon

@Psychorex well said

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Epi@Epi

4Mon

And what will you do if Nvidia drops to $50 and stays there? 🤷

Never!? Never say never. Then what?

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Psychorex@Psychorex

4Mon

@Epi then I really have to consider whether I'm too cowardly to fill the loss pot or whether I'll try to "sit it out" but tie up valuable gambling money in the process.

As I'm still rather new to the stock market, it's not a question of if, but WHEN I'll be hit like this for the first time!

You'll find out when the time comes.

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Epi@Epi

4Mon

@Psychorex But being too cowardly to fill the loss pot and sitting it out are one and the same thing. 😅

I'll make a prediction: you'll sit out and hope until you lose interest in the stock market. That would be all too typical for beginners who started at the high without a plan. 🤷

Prove me wrong!

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Sebi@Seebi

4Mon

@Epi 50$ is really very unrealistic. You'll win a million in the lottery faster than if the share FALLS to $50 - it's not a Droneshield or varta share. Don't scare the people here😁 Buy today and enjoy a price of 150$✓ at least until the end of the year.

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Charmin@Charmin

4Mon

@Epi At USD 50, the P/E ratio would be less than 20. I think I would then take out a loan to buy NVIDIA. As much as I can get. Maybe I would also take out mortgages or sell shares in my business.

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Epi@Epi

4Mon

@Seebi 😅 At $50, Nvidia would have an MK of approx. 1.4 billion USD and a P/E ratio of 30.
Anything but unrealistic.
Just look at the valuations Msft or AAPL had in 2002 or 2009 or Kodak in 1981.

"This time everything is different." is probably the most common saying at the long-term high.

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Psychorex@Psychorex

4Mon

@Epi If I don't get so much out by then that the exemption order is fully exhausted, you will be right and I will probably not realize the loss and talk myself into it. From the break-even point of the tax disadvantage of share gains, it will then be much easier for me.

However, I doubt whether I will lose all interest in the stock market because of a single bad bet. I'm not betting "everything on red/black", I'm just losing one of many bets.

Time will tell. 🫵🏼

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Siahm@Siahm

4Mon

@Epi dont hate The Player hate the Game dann

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Epi@Epi

4Mon

@Psychorex The point is your mindset. You are making a blanket assumption of share gains and exhaustion of the exemption order.
What do you do if all your shares lose 50% - and stay there or most of them continue to fall and only a few of them reach their old highs again, so that you only break even in 15-20 years?
Do you have a strategy other than sitting it out?

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Psychorex@Psychorex

4Mon

@Epi Yes, because I usually only bet on dividend payers.
As written, this is one of my first bets on a price and not a dividend payer.

In addition, I receive new company shares every year via the employer, which can be capitalized after the lock-up period and release new "play money".
So it's kind of like Monopoly... I get over LOS every year. 😁

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Epi@Epi

4Mon

@Psychorex Maybe so. One colossal mistake outside of your strategy can ruin your entire strategy. And if things continue in Germany as they have for the last 10 years, who knows how long your employer will continue to give you work? Then Monopoly will be over and you'll need your cash. 😘

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View all 61 further answers

DividendDream@Ijlal24

4Mon

I just bought it as well but as a dividend investor I might flip it for higher return later down the track.

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Tool1982@Tool1982

4Mon

I don't think you know the definition of turnaround stocks...

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Patrick E.@Pat_Rich

4Mon