1Mon·

Sectors JEDI DFEN KOID

After a few years of steady growth $DFEN (+0.95%) lateralizes.

What are your thoughts in this regard for the future?

I also report, staying on the dangerous but dynamic sectors, $KOID etf that includes companies inherent in components and software for humanoid robotics. Will it still be early?

I put my money on it. You ?🫵🏻

About $JEDI (+2.14%) there is not much to say, a real missile 🚀

Suggestions?

21Positions

€236,178.52

27.50%

22 Comments

BartSimpson@BartSimpson

1Mon

Hi. Question, what do you say about Jedi, I am a small investor for now I have 4 positions on companies in different sectors, does it make sense in your opinion to enter now? With a not exaggerated amount 1k or so!
Thanks!!!

••

Zio Fanale@Zio_fanale

1Mon

@BartSimpson Hello.
Jedi is an ETF composed of only 27 companies. It is very volatile but, as you can see, it has done very good numbers in the last 3 years.
Today it is at or near highs. To advise you whether to get in now or not I don't know and I just might. Given the race to the Moon, systems at starlink, Amazon buying a big satellite company , SpaceX's ipo etc. etc... A reasonable certainty of further development of the industry is there but.... No one can know!

••

BartSimpson@BartSimpson

1Mon

@Zio_fanale I certainly understand! Thank you very much indeed. So he says better to stay more on an etf like msci world the one that is at 117 almost

••

Zio Fanale@Zio_fanale

1Mon

@BartSimpson I don't know, I can't recommend anything.
If you see my ptf I have both, a core world and also jedi. Then well... It would have been better to buy 2 weeks ago before there was the jump. Sep was at 6700 or so in a few days it reached 7150. What will happen no one can know!

••

BartSimpson@BartSimpson

1Mon

@Zio_fanale sure.. clear eh that I'm very undecided of where to put my cash and I was thinking on a solid etf, more than speculating on individual companies.. just that yes now it's nice at the highs all so I don't know..
now maybe take a look at my very small portfolio ahahah and give me some advice if you want!
Thanks in advance

••

Zio Fanale@Zio_fanale

1Mon

Far be it from me to be able to give advice....
Cmq yes, go with ETFs!
Like IQGA and DBMFE to de-correlate a little bit.
Personally I stay with 25% cash but at the next declines I will enter on those

••

Zio Fanale@Zio_fanale

1Mon

@BartSimpson e... to stay up to date on the progress of things follow the very good Giorgio Pecorari on YT. He makes excellent information

•

BartSimpson@BartSimpson

1Mon

@Zio_fanale very kind indeed!!! I'm also keeping an eye on jedi because I like the sector so much and I think it can only go up... maybe if there's a drop I'll enter there directly!
Really very kind though!!! You are definitely more experienced than me so I thank you for your advice and time!!!

•

BartSimpson@BartSimpson

1Mon

@Zio_fanale ah perfect! Thank you very much

•

Vincent@VincP3

1Mon

How long are you going to hold $JEDI ? What’s your long Time perspective?

••

Zio Fanale@Zio_fanale

1Mon

@VincP3 hi Vincent. From February 2025. Nobody can know future... Now we will see After SpaceX ipo...

••

Vincent@VincP3

1Mon

@Zio_fanale so you didn’t set a plan like. Going to hold for 20-30 years or so. I just got in today and it seems like a bad buy at all Time high, but I want to hold it for 40 years + so I’m very curious what will come

••

Zio Fanale@Zio_fanale

1Mon

Jedi Is a rollercoaster. Only 27 stocks. Funny!

••

Giacomino@CombattiTigre

1Mon

I close today, useless volatility, all widely priced - gone is the time of fat cows

••

Zio Fanale@Zio_fanale

1Mon

@CombattiTigre hi. How long have you had it and at what PMC did you purchase it?
A week or two ago it was 90€, now 84€....

••

Giacomino@CombattiTigre

1Mon

@Zio_fanale I am talking about $DFEN, sorry I did not specify. Bought at 22.44€ btw in Nov 2023

••

Zio Fanale@Zio_fanale

1Mon

@CombattiTigre ah okay. ah yes... I have PMC 27... A short time ago I was at +118, today +88...
But look... At the next shit he will say and do the orange nutcase will come flying back in my opinion...

••

Giacomino@CombattiTigre

1Mon

@Zio_fanale eh I sell it precisely because it doesn't seem to price bullshit anymore, since there is plenty of that

••

Zio Fanale@Zio_fanale

1Mon

@CombattiTigre Yes, indeed how can I blame you.... That is exactly the question I was asking in the post. Thank you for your point of view.

•

Zio Fanale@Zio_fanale

1Wk

@CombattiTigre Since you sold $DFEN has done +7% 😅