What are your &quot;buy the dip&quot; assets?

4Mo

@BigMo Best man thanks for the input!

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4Mo

Why do you think there will be a crash in the next 2-3 years?

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4Mo

@MrSchnitzel I feel a shaking of the Force! There is no single reason, I think it's more a combination of different things: Trump, China Taiwan, Russia Nato, American national debt, interest rate cuts too fast, political polarization, AI bubble, real estate and banking risks due to overpricing and too big to fail etc.

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4Mo

@TheRealDarthVader What does a "major" crash mean to you? Like the 2008 financial crisis? Here I would simply let my savings plans run and possibly sell individual shares! Nothing more.

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4Mo

@TheRealDarthVader But everything could also go the other way, to the good side of power.
Trump is always ready for a surprise and nobody knows how the stock market will react.

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4Mo

@MrSchnitzel Yes, of course, that's why the savings plan is running, but there are a lot of uncertainties for me at the moment that can quickly have a major impact.

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4Mo

@BavarianLion Let's put it this way not like Corona and customs crash towards flash crash and V recovery but a few months or 1-2 years bear market. Drawdown is always difficult to estimate, but it could be at least 30% down for the indices.

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4Mo

@TheRealDarthVader Anyway! As you say "can".
If everything goes well after all, you'll miss out on the returns up to that point, i.e. the journey. Letting a savings plan run is always great.
Just wouldn't build up too much cash.
Have a nice evening Mr. Vader. :)

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4Mo

@MrSchnitzel It's actually been quite a long time since we had a real 1-2 year bear market. Well, I'm heavily invested in US tech, which would probably hit me hard, but I don't think AI is a bubble like dotcom, because the companies are really making massive money with AI 😎

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4Mo

@BavarianLion I see it the same way.
I'm also heavily invested in US tech stocks.
These are the best companies that make the most profit and will also have a lot of potential in the future in my opinion.
(Winners usually stay winners, they got there for a reason, good management etc.)

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4Mo

@MrSchnitzel Personally, I think the comparison with the dotcom bubble is flawed because many companies were simply hot air! If you look at the driving forces now (Meta, Alphabet, Amazon...), it's a completely different story!

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Voir toutes les 5 autres réponses

4Mo

@MrSchnitzel Thanks to you too. I currently have a lot of cash because of Bitcoin and profit-taking as soon as that is restructured, hopefully things will look even better💪but I'm just going in with a higher savings plan lump sum statistically better but I just have a feeling!

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Zerax@Zerax

4Mo

$JPM $BLK $BTC $IWDA

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Venos@Venos

4Mo

Definitely $ASML and maybe $NETFLIX and $AMAZON

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Michael@DocM01

4Mo

$RACE and $RMS will correct by 50% in the future as sure as the Amen in the church, for me also long-term buy candidates 👌🏼

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PikaPika0105@PikaPika0105

4Mo

@DocM01 I agree, they practically always have a premium price except in a crash when everything falls. That's why you should go for it💪

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Michael@DocM01

4Mo

Regardless of whether everything crashes, even then I am firmly convinced that there are no long-term runners, at some point there will be a major correction, then everyone will say that the good years are over.
See Meta 😆

That's why $V and $MA are interesting in the long term (after at least 50% downside😁)

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4Mo

$8035

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PikaPika0105@PikaPika0105

4Mo

@PikaPika0105 Do you think this share will beat the market in the long term?

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4Mo

@TheRealDarthVader Yes, definitely. I once wrote a longer article about them.

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Jan K.@Jank86

4Mo

It all depends on the crash ... What changes fundamentally? What benefit should such posts bring...

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4Mo

@Jank86 It's called exchanging opinions in the community and basically because it simply interests me. What really has no use are comments like yours.

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Leonardo@FascioeMartello

4Mo

I already bought asml when it creashed recently but if there is a general crash imo nvidia, tsmc, asml are the play if you are looking for the big fishes, if you want ten baggers i like tempus and duolingo. I also like a lot the Mag 7 without tesla and apple, if they crash again I'm gonna buy with all I have

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4Mo

@FascioeMartello Good pics!👌

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Carsten@Carsten1970

4Mo

I save $BTC weekly with a variable amount, depending on the exchange rate. The more $BTC falls, the higher the savings amount.

Should there be another crash,
I buy $IWDA

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Kenneth@KennethInvesting

4Mo

Well, I could just show my whole watchlist/portfolio, since I'd like to buy more! But I won't make this comment too long so I will give you my top 10:
1. VWRL (always a good choice imo)
2. MSFT
3. GOOG
4. AMZN
5. COST
6. MA
7. BTC
8. SPGI
9. BKNG
10. VUSA

Kind regards,
Kenneth

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Al@agdolp

4Mo

$ADBE $DHR $TMO $RMS $BNTX $ASML

I got into novo and adobe too early when they were still going down. Believe in good Adobe figures and after Sartorius recovery signs (could also be there) and first good $TMO figures in a turnaround pharma/related

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Chandra@Chandra

4Mo

Depending on how big the dip is, I would switch to $QQQ3.

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Walter S.@Roots

4Mo

So I'll be happy if I record and internalize this week....
I'll just keep my savings plans running...
What will happen in the next 2-3 years is pure guesswork....
And even your crash will look different from what you're imagining now...

Regards

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4Mo

@Roots My savings plans are still running. But if there is a crash, it is still nice to have a plan if, for example, you always want to buy a great share that is on offer.

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4Mo

@TheRealDarthVader So I would have a few on my watch list! $VST $RTX $GS

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