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Tenbagger2024
@Tenbagger2024
1Sem.·

Sector rotation

33
51 Commentaires
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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin
1Sem.
Basic consumption, industry, raw materials, telecommunications are running today or are at least more stable. The main thing is nothing with AI, things that everyone needs or things you can touch.😂🤷🏼‍♂️
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Tenbagger2024@Tenbagger2024
1Sem.
@Get_Rich_or_Die_Tryin
Gold and silver but also not intoxicating $MP is also beaten up.
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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin
1Sem.
@Tenbagger2024 I should have written more precisely: Basic commodities.😉 Base metals, oil, etc.😅
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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin
1Sem.
@Tenbagger2024 and $MP is not profitable and is "only" active in rare earths. Which do not have such an enormous place in the basic industry.
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Patrick Schäfer@Hotte1909
1Sem.
@Get_Rich_or_Die_Tryin the $DTE announces something with ki,ai or something else and rises 5%
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Tenbagger2024@Tenbagger2024
1Sem.
@Hotte1909
I have the impression that these are mainly the US AI values. $APH is just getting interesting
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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin
1Sem.
@Hotte1909 They are also telecommunications.🤷🏼‍♂️😂 And the topic is not overhyped in Germany. And they don't overdo it with the capacities either. And they have supplied a customer list virtually at the same time. Which are real, revenue-generating and profitable customers. And not an OpenAI-style circular economy.🤣
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Demas@Demas
1Sem.
@Get_Rich_or_Die_Tryin good comment. I think we have uncertain times ahead. So basic consumption is very good location to put money
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Patrick Schäfer@Hotte1909
1Sem.
@Get_Rich_or_Die_Tryin I already knew what you meant 😉 Telekom just happened to catch my eye and you had written telecommunication, so I couldn't resist the comment
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Patrick Schäfer@Hotte1909
1Sem.
@Tenbagger2024 achja was not the first red day was not the last red day 😀
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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin
1Sem.
@Demas agreed. Still searching for the right moment to switch allocation massively. Imo there’s still some time left to do so.
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Voir toutes les 19 autres réponses
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Dividendenopi👴@Dividendenopi
1Sem.
Up 8.25% YTD so far. I'm pleased, it's a snapshot and will change again. I'm keeping a close eye on things and will certainly be looking for one or two entry opportunities away from dividends in the near future 😇🙃😉
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ElbeInvestments@ElbeInvestments
1Sem.
I currently find the level at $MSCI very interesting and am considering putting a first foot in the door there with 2 units.
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fund_navigator_elshq@fund_navigator_elshq
1Sem.
We want GREEEEED at Growth, finally come back 😆
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JM@jm_finance
1Sem.
Yes, it's going quite well today, but can quickly turn again 👍🏻☺️
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Tenbagger2024@Tenbagger2024
1Sem.
Today it is the other way around again, the two ETFs are a nice benchmark index @Get_Rich_or_Die_Tryin
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Nuqqx@Nuqqx
1Sem.
It had to turn around a bit at some point, my dividend foundation is smiling at me.

$ULVR (finally took profits again at €60)
$ISPA
$ZPRG
$TDIV
$O
$MARUY (a little more and then you'll be my first doubler <3)
$MICC (I love ice cream and the share is simply awesome so far)
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Max@Divident_e
1Sem.
My dear. Wisdom remains to be seen
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S.A.U.@SAUgut777
1Sem.
Daily result +0.56% and new ATH 🫣😊
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Tenbagger2024@Tenbagger2024
1Sem.
@SAUgut777 you should make a wikifolio
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Tenbagger2024@Tenbagger2024
1Sem.
@SAUgut777 Your portfolio will certainly rise even in the bear market
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S.A.U.@SAUgut777
1Sem.
@Tenbagger2024 the stock market gives it and the stock market takes it...and so far today it is down 1.03% 🤷🏻‍♂️😅
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Tenbagger2024@Tenbagger2024
1Sem.
@SAUgut777 It's all in the mix
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S.A.U.@SAUgut777
1Sem.
@Tenbagger2024 which fortunately looks quite good so far
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Tenbagger2024@Tenbagger2024
6J
@SAUgut777
I have too many growth stocks
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S.A.U.@SAUgut777
6J
@Tenbagger2024 would also like to add some this year, although my dividend stocks of the past were good growth stocks (value) despite dividends 😇😊
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Tenbagger2024@Tenbagger2024
6J
@SAUgut777
Perhaps not. The next bear market is sure to come
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S.A.U.@SAUgut777
6J
@Tenbagger2024 We're at the beginning and are creeping into the middle 🫣😉
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Tenbagger2024@Tenbagger2024
6J
@SAUgut777
It's an election in the USA ... but I'm sure you won't like that 🍊
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Voir une réponse de plus
Dividenden@Rente@userc7b02065b8a7407b
1Sem.
In my opinion, there is a lot of uncertainty weighing on the markets at the moment. On the one hand, investors fear that the billions invested in AI will not generate corresponding returns and, on the other hand, there are fears that generative AI etc. will undermine the business model of software companies, which is why they have suffered so much in recent days. Are these now entry prices? I don't know. Perhaps the dust has to clear first and the market has to find a bottom/direction.
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Tenbagger2024@Tenbagger2024
1Sem.
@userc7b02065b8a7407b Microsoft no longer reported CAPEX at all in its earnings. This has not gone down well with investors either.
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