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TimLie
@TimLie
2Année·
30.05
BHP Billiton logo
BHP Billiton
Acheté x18 à 27,49 €
494,82 €
11
16 Commentaires
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Florian@FloowSwager
2Année
Grupo mexico 😉
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TimLie@TimLie
2Année
@FloowSwager In the end, I opted for the financially better-positioned company
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GHF@GHF
2Année
I studied commodities very intensively 20 years ago, but was only ever able to explain the trends with hindsight (somewhat unfortunate for investing). That's why I stay away from commodities and mining stocks.

What I find problematic is that commodities are hyped every few years because demand foreseeably exceeds supply.
This is certainly true, but nothing new.
But whenever this argument is used to justify a purchase, I steer clear of it. 
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TimLie@TimLie
2Année
@GHF Thank you, it remains exciting. It is of course also interesting to what extent the shortage can be met by recycling copper. I have already read somewhere that 30% of demand can be covered by recycling
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Mojito@Mojito
1Année
@GHF I find that exciting. Can you perhaps give one or two examples from your investment history where a supposed "no-brainer" investment was not so successful in the end? I would be very interested in that!
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Dussel D.@DusselDuck
2Année
Yes, also in $BHP
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TimLie@TimLie
2Année
@DusselDuck cool for how long? What was your motivation?
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Dussel D.@DusselDuck
2Année
@TimLie Only since March 2023
The reasons for investing in BHP included
- No withholding tax
- Diversification of the portfolio (Australia!)
- World market leader
- Dividend
- Historically quite good share price performance
(for a commodity company)
- "Favorable" valuation
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TimLie@TimLie
2Année
@DusselDuck makes Sinn👍🏽
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ElShib@NFA_PT
2Année
$COPX, although I pretty much rather trade the commodity directly when that is the case
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TimLie@TimLie
2Année
@ElShib how do you trade copper directly?
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ElShib@NFA_PT
2Année
@TimLie exchange Capital dot com allows for some commodities
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market_analyst_466@market_analyst_466
2Année
Have $RIO $GLEN and another ETF Earth Exploration
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TimLie@TimLie
2Année
@market_analyst_466 cool what were your reasons for choosing the companies?
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market_analyst_466@market_analyst_466
2Année
I wanted raw materials.
Rio Tinto
- favorable entry price, therefore good dividend yield
- the quantity of metals
- no withholding tax
- that was a while ago, but I think that it became $RIO and not $BHP due to the type of raw materials and planned or completed acquisitions, i.e. the type of business development

-The initial spark for the ETF Earth Exploration was a Saturday podcast by Alles auf Aktien

https://open.spotify.com/episode/55ZwKfKaq9g0BoU23KKPjB?si=8IaKVanATIqU_bIt1_Kbdw

....aber I want dividends and the ETF accumulates
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Seventrader@7Trader
2Année
I have Freeport $FCX for copper & Co in my portfolio. I also have Aurubis $NDA as the largest copper recycler.
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