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5Mo·

I am still bullish about $MSCI (+1,35 %) but in the current situation it is too highly valued for me with an unconvincing risk/reward ratio.

The earnings will be in $BN (-0,67 %) and $GOOGL (+1,9 %) reinvested.

16.08

MSCI

Vendu à 507,40 €

7 Commentaires

Memos97@Memos97

5Mo

To be honest, I can't understand this at all, either fundamentally or in terms of the chart. Msci is an absolute top dog and the moat is getting bigger every day as existing AUM become taxable with the rise and are tied to Msci. For me, it is no longer as attractive as it was at €430, but I would never think about selling.

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ThemenmitKopf@topicswithhead

5Mo

How much are you out (relatively) in percentage terms? My 20-30% would be a weak statement, and I wouldn't have rated you as a trader with good values

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TaxesAreTheft@TaxesAreTheft

5Mo

@topicswithhead I am also extremely reluctant to do this. It was simply the case that two stocks in my watchlist are much more attractive to me personally than one stock in my portfolio. I think very highly of MSCI, and under slightly different circumstances I would definitely have made a different decision.

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Kapitän K.@PalmPirateTechnocrate

5Mo

@TaxesAreTheft Solactive is currently attacking with the Amundi ACWI. Yes, MSCI is overpriced. Yes, I think you're right to sell! (FTSE is attacking with Invesco FTSE All-World and is beating Vanguard in terms of TER)

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beetlejuice@beetlejuice

5Mo

@PalmPirateTechnocrate So if you think MSCI mainly makes money with its ETFs, you shouldn't invest in the share either

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Wachstums_Aktionär@schokosahne

5Mo

To be honest, I currently see it as significantly undervalued, even if growth shrinks from 28% to 20 to 22%.
Then it is still a very good value for a portfolio and is well positioned for the long term.

I see Google, on the other hand, as significantly more expensive personally by its standards.

But I think it's very good that you have a plan and that you're sticking to it.

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TaxesAreTheft@TaxesAreTheft

5Mo

Yes, I forgot that I can buy Topicus from ING, so I'm not buying Google after all.

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