The real treasure is the data - and even AI won't shake it 😌
Relx
Azione
Azione
ISIN: GB00B2B0DG97
Ticker: REL
GB00B2B0DG97
REL
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Discussione su REL
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6
4Mes·
April Rebalancing: Strategic Shifts in the Portfolio
The semi-annual rebalancing of the SPDR S&P Developed Quality Aristocrats ETF ($QDEV (+1,11%) ) has just been completed, bringing notable changes to the composition of this quality-focused investment vehicle.
Outgoing Companies:
- RELX PLC$REL (+2,01%)
- Keyence Corporation $6861 (+2,08%)
- London Stock Exchange Group plc $LSEG (-0,25%)
- Booking Holdings Inc. $BKNG (-1,29%)
- Industria de Diseno Textil S.A. (Inditex) $ITX (+0,54%)
- Texas Instruments Incorporated $TXN (+1,46%)
- Cencora Inc.$COR (+0,31%)
- Coloplast A/S Class B$COLO B (+0,57%)
- Moncler SpA $MONC (+2,25%)
- Cardinal Health Inc. $CAH (+0,85%)
- CAR Group Limited $CAR (+0%)
- Waters Corporat $WAT (+1,61%)
- Nova Ltd. $NVMI (+4,03%)
- Monolithic Power Systems Inc. $MPWR (+4,45%)
Incoming Companies:
- Alphabet Inc. Class C$GOOG (+0,39%)
- Nintendo Co. Ltd.$7974 (-1,27%)
- S&P Global Inc. $SPGI (-2,96%)
- InterContinental Hotels Group PLC $IHG (-0,74%)
- Bristol-Myers Squibb Company $BMY (-0,51%)
- Intercontinental Exchange Inc. $ICE (+0,38%)
- Regeneron Pharmaceuticals Inc. $REGN (+0,62%)
- Motorola Solutions Inc. $MSI (-0,48%)
- Marriott International Inc. Class A $MAR (+1,38%)
- Hilton Worldwide Holdings Inc. $HLT (+0,04%)
- Industrivarden AB Class C$INDU C (+0,14%)
- EMS-CHEMIE HOLDING AG$EMSN (-0,48%)
- D'Ieteren Group SA/NV $DIE (+0,74%)
- Electronic Arts Inc. $EA (-0,43%)
- CK Infrastructure Holdings Limited $1038 (-0,43%)
This rebalancing aligns QDEV with evolving market conditions while maintaining its focus on quality companies with strong financial foundations. For investors seeking exposure to financially robust global corporations, these changes appear strategically sound, particularly with the inclusion of resilient tech giants and hospitality leaders positioned for growth.
Will this prove to be a winning choice? The fundamentals certainly suggest so.
66
10Mes·
How much do you $REL (+2,01%) in the long run ?
In an increasingly digital world with more and more data, I find this business model very interesting.
I think data analysis in the financial sector and databases in general will be in high demand in the future.
Be it for credit inquiries from banks, analyses of important topics with high relevance or databases for storing and processing sensitive data.
44
1Anno·
⚠️⚠️⚠️Breaking News⚠️⚠️⚠️
ATTENTION to all who have a deposit with Trade Republic, today more than 100 savings plans will be executed with me, the real offensive starts at 15.30 and can take up to 4 hours, as there may well be "massive" "failures" and "delays" during this time, I ask you to keep calm, take a deep breath and not to bombard Trade Republic customer support with inquiries. Thank you very much 😁
As far as the Ultimate Homer "ETF" is concerned, many new stocks were added in September 😁
In since September 2
🇺🇸Chipotle $CMG (+0,18%)
🇺🇸Costco $COST (-0,07%)
🇺🇸Domino's Pizza's $DPZ (-1,42%)
🇺🇸Texas Roadhouse $TXRH (-3,1%)
🇺🇸TransDigm $TDG (+0,16%)
Newly launched today
🇺🇸Booz Allen Hamilton Holding
$BAH (+0,86%)
🇺🇸Blackstone $BX (+3,02%)
🇺🇸KKR & Co
$KKR (+4,94%)
🇺🇸Vulcan Materials
$VMC (+2,02%)
🇺🇸CSX $CSX (+1,54%)
🇺🇸Carrier Global $CARR (+1,05%)
🇺🇸Hilton Worldwide $HLT (+0,04%)
🇺🇸Merck & Co $MRK (+0,36%)
🇺🇸Moodys $MCO (-1,82%)
🇺🇸Rollins $ROL (-0,13%)
🇺🇸Toll Brothers $TOL (+0%)
🇺🇸Watsco $WSO (+0,14%)
🇺🇸Cardinal Health $CAH (+0,85%)
🇺🇸Colgate Palmolive $CL (-0,35%)
🇺🇸Emerson Electric $EMR (+1,43%)
🇺🇸Nordson $NDSN (+0,86%)
🇬🇧BAE Systems
$BA. (-0,13%)
🇬🇧RELX
$REL (+2,01%)
🇬🇧Bunzl
$BNZL (-1,6%)
103103
15 Commenti
Such stress tests are good and important.
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5050
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1Anno·
I would currently like to create a kind of ETF with stocks that will benefit from the 2nd AI wave.
This includes users of AI and companies that are involved in the transformation of data centers and chip production.
e.g. $QCOM (+2,25%)
$SNPS (+10,82%)
$REL (+2,01%)
$ABBV (+0,21%)
$TSLA (+0,44%) etc.
I don't want to have tech giants like Amazon, Alphabet and co in it. Do you have any cool (even small) ideas for AI users?
22
10 Commenti
1Anno
$ENVX Ever heard of Enovix? Well, it's not primarily a direct "AI user", but a manufacturer of innovative batteries with silicon anodes.
And where will artificial intelligence be omnipresent in the future? On our smartphones...
What's so new and great about their batteries?
In short: higher charging capacity, shorter charging time, more safety (no (?) risk of fire/explosion.
Over the last few years/decades, we've heard from time to time that someone somewhere is researching a new battery technology, but this has always somehow come to nothing...
Series production of the EX-M1 battery will now start in Q2 2024 (EX-M2 with even better values in planning). The first samples have probably already been sent to various companies, and a cooperation agreement has already been reached with a "top 5 smartphone manufacturer".
(No name was mentioned, could just be Oppo or something)
Share price performance rather poor so far, short ratio recently at around 30%! The share price has risen considerably in recent weeks due to the above positive news.
In addition, it is probably planned that no further shares will be issued for the time being and that the company will be profitable by 2026.
This is risky, but also very promising!
And where will artificial intelligence be omnipresent in the future? On our smartphones...
What's so new and great about their batteries?
In short: higher charging capacity, shorter charging time, more safety (no (?) risk of fire/explosion.
Over the last few years/decades, we've heard from time to time that someone somewhere is researching a new battery technology, but this has always somehow come to nothing...
Series production of the EX-M1 battery will now start in Q2 2024 (EX-M2 with even better values in planning). The first samples have probably already been sent to various companies, and a cooperation agreement has already been reached with a "top 5 smartphone manufacturer".
(No name was mentioned, could just be Oppo or something)
Share price performance rather poor so far, short ratio recently at around 30%! The share price has risen considerably in recent weeks due to the above positive news.
In addition, it is probably planned that no further shares will be issued for the time being and that the company will be profitable by 2026.
This is risky, but also very promising!
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