4Semana·

Baby Speed & Profit | Young Asset 2029

$BWET , its signal on momentum or its real time to get profit with option call/put in trade. However they makes more story like before, market trends from geopolitical and frame time in traditional event still important have "keyplan" When and How we knows in every 4 years get cycle time.

$SNDK (+6,06 %) , even more stock market in semiconductor sector makes momentum and story from 2024 and thats happen we get "Supercomputer on race makes time leap" in new era Ai digital hi-tech.

• from 11 sector in Stock Market still hot get trends.

• energy and semiconductor in stock market

• prepared to get IPO growth fast performance

• $SOXX (+2,04 %) , $BWET roll and play with long plan get frame time in market performance 2029.

✅️⌛️ its just reflection to get right time and right story in momentum.

7 Comentarios

NichtRelevant@NichtRelevant

4Semana

These products are too expensive or too risky for me. But maybe at the end of the year I’ll set up a new, long-term savings plan for various shipping stocks (including tankers)— $HAFNI, $SBLK, $LPG, $TRMD A, $OET, $GSL, $SFL, $MAERSK A, $FRO, $INSW, $DHT, $STNG, $GNK, $HAUTO, $WAWI, $MPCC. 👈I’ve already added a whole fleet to my watchlist. 😅

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Eddi@financial_ninja_104

4Semana

@NichtRelevant That's right. Most of the stocks on the list have risen nicely. I've had 12 of them in my portfolio for quite some time now, and despite adding to my positions, I'm up about 30–100%. And the quarterly dividends are really awesome right now. Some of the stocks have their payout next week. (The ex-dividend date has already passed for most of them.)
Torm is giving me over 6% in quarterly dividends. So that’s about a 25% annual dividend if things keep going like this for the next 2–3 quarters. 😁

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NichtRelevant@NichtRelevant

4Semana

@financial_ninja_104 Yes, I also find this sector very exciting. I have the last two on the list in my portfolio myself. I’d love to have a few more “boats.”

I don’t think the dividends are sustainable in the medium to long term. Valuations could also take a tumble—or at least stop rising significantly. Still, in a globalized world, I believe in increasing flows of goods across the world’s oceans and, consequently, in the shipping industry and the good money to be made there.

I think that—as soon as I’ve increased my existing portfolio positions to my target levels—I’ll set up a savings plan for 3–4 shipping stocks. The initial purchases will probably be “too expensive” at first, but over time, it’ll all even out. I’m in no rush and see myself more as a long-term investor here.

P.S.: 12 positions—that’s quite a statement! 👈😅

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Eddi@financial_ninja_104

4Semana

Yes. I also think the dividends will remain this high for another 1–2 quarters or might even rise slightly again. In the long term, I also expect dividends to drop significantly in that range.
And right now, some shipping companies are using their profits to buy new ships with “clean propulsion technology”—meaning significantly lower emissions.
But honestly, even half of a 20–30% annual dividend is still quite a lot. And have you taken a look at the companies’ book values? The P/B ratio—that is, the price-to-book ratio—is between 1 and 2 for most of them, and for a few it’s even below 1. I found that extremely interesting and it really surprised me.

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NichtRelevant@NichtRelevant

4Semana

@financial_ninja_104 It's crazy how well some of them are doing. It's no wonder that some of the richest people in the world made their fortunes as shipowners. It's a good thing you can now invest in them through stocks. 🙂

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Eddi@financial_ninja_104

4Semana

@NichtRelevant Definitely. I'm really happy about that, and of course about the high dividend, too. This week it'll probably be over 1,000 euros. 😁

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Solitair@Solitair

4Semana

Now that's a chart

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