@Get_Rich_or_Die_Tryin understand. I am always cautious when it comes to ETFs. But how would you generally classify the Etf? I think that a lot is already priced into the price, so I wanted to ask the community here what you think about it
@capital_captain_2693 I have a similar view. Palantir is a black box, but the valuation always bothers me. The others mentioned are also completely dependent on the state budget, and the fat long-term contracts are presumably already fully priced in. The backlog is well known.🤷🏼♂️
@capital_captain_2693 just read an analysis of drone shares. I once had $ONDS in my portfolio and sold it at a substantial profit. In the process, I came across this one $DRON. As a gamble without individual value risk, it would almost appeal to me 😅😏
@Get_Rich_or_Die_Tryin Did you sell Ondas because of your new strategy or has something fundamentally changed with them? In such an area I find themed ETFs interesting, your ETF contains all the companies that benefit most from the trend towards drones. And of course you avoid the risk of the very company you are invested in going bankrupt or something. An Etf is certainly not a bad gamble here. You take out a good bit of risk.
@capital_captain_2693 I find the risk distribution with simultaneous concentration (there are only 33 stocks in the ETF) a charming solution, especially for this defense sector. Fundamentally, nothing has changed. I took my 150% profit and then revised my strategy, so I didn't get back in. However, I could certainly imagine using such a concentrated ETF. In any case, I won't be getting back into individual stocks in the drone sector.😉 Strategy and all that.👍🏻
@capital_captain_2693 Incidentally, my analyst verbally stoned me when I wanted to know his opinion and even remotely considered adding the ETF to my portfolio.😂 I'll probably do it anyway for the gambling instinct.🤷🏼♂️🤣
@Get_Rich_or_Die_Tryin I read the article and it immediately made me want to buy such shares. I also see great potential in this area. I'm invested in Ondas myself. I believe in drones as modern warfare. And this market is set to grow enormously. The Etf is basically really good for spreading the risk. However, I can see that the fund volume is still very small, so the spreads are certainly higher and it still seems a bit illiquid.
@capital_captain_2693 klar, damit hast du sicher recht, was den ETF betrifft. Nichtsdestotrotz für mich vom Gefühl die bessere Variante, als einzig auf Einzelwerte zu wetten in dem Sektor. Wenn auch mit kleinerem Gewicht sind ja auch größere Player vertreten, was ich eben genau in diesem „Wasserfall“ von viel zu weniger Drohnenbezug recht charmant gelöst finde.
