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13 Commentaires

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I can say that in a year's time.
But it's not just SaaS, quality across the board is just taking off. 😘
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@TotallyLost It took a while for there to be a little less momentum hype and a little more attention for quality.
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@Get_Rich_or_Die_Tryin Yes, factor rotations like that can sometimes take years.
That went quite quickly anyway.
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@Get_Rich_or_Die_Tryin Oh yes, $FND has also started up 😘
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@Get_Rich_or_Die_Tryin I wouldn't be sure if the momentum is really gone in the high risk stocks...
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@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.
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@Get_Rich_or_Die_Tryin over 30% for me over the month, I have to agree with you 👌
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@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).
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If everything else has already gone too far, you just look for supposedly cheaper values
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Wanted to fill up $NOW position 🥲
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@jkb92 what is the weight of your position at $NOW? 3-4%?
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More like an AI-earnings-fueled, duration/oversold-amplified bounce in beaten-up enterprise software than a sectoral SaaS rotation.
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@Yoshika
... also not a quality move.
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