Saas back

TotallyLost@TotallyLost

1Sem.

I can say that in a year's time.
But it's not just SaaS, quality across the board is just taking off. 😘

•

5

•

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Sem.

@TotallyLost It took a while for there to be a little less momentum hype and a little more attention for quality.

•

3

•

TotallyLost@TotallyLost

1Sem.

@Get_Rich_or_Die_Tryin Yes, factor rotations like that can sometimes take years.
That went quite quickly anyway.

•

1

•

TotallyLost@TotallyLost

1Sem.

@Get_Rich_or_Die_Tryin Oh yes, $FND has also started up 😘

•

1

•

Klein-Anleger@Klein-Anleger

1Sem.

@Get_Rich_or_Die_Tryin I wouldn't be sure if the momentum is really gone in the high risk stocks...

•

1

•

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Sem.

@Klein-Anleger It is not and does not have to be. But: a partial rotation is good for the market at the current level. All rocket growth in honor is not healthy in the long run.

•

4

•

Klein-Anleger@Klein-Anleger

1Sem.

@Get_Rich_or_Die_Tryin over 30% for me over the month, I have to agree with you 👌

•

2

•

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Sem.

@Klein-Anleger and it is not about the momentum of high-risk stocks per se, but much more about the factor. Most recently, the broad market was almost exclusively invested in the momentum factor. Almost all other factors have been completely ignored, with the exception of companies from the sectors that are suspected of being underperforming (AI and space).

•

3

•