Sector rotation

Tenbagger2024 · 2026-02-04T18:12:32.131790Z

$TDIV $IUIT My dears, there will probably be a good shift into conservative values today. Congratulations to the dividend investors 💐🎂 @Dividendenopi @SAUgut777 Is this the fear of investors, who of you are buying now.

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

Basic consumption, industry, raw materials, telecommunications are running today or are at least more stable. The main thing is nothing with AI, things that everyone needs or things you can touch.😂🤷🏼‍♂️

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Tenbagger2024@Tenbagger2024

1Settimana

@Get_Rich_or_Die_Tryin
Gold and silver but also not intoxicating $MP is also beaten up.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

@Tenbagger2024 I should have written more precisely: Basic commodities.😉 Base metals, oil, etc.😅

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

@Tenbagger2024 and $MP is not profitable and is "only" active in rare earths. Which do not have such an enormous place in the basic industry.

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Patrick Schäfer@Hotte1909

1Settimana

@Get_Rich_or_Die_Tryin the $DTE announces something with ki,ai or something else and rises 5%

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Tenbagger2024@Tenbagger2024

1Settimana

@Hotte1909
I have the impression that these are mainly the US AI values. $APH is just getting interesting

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

@Hotte1909 They are also telecommunications.🤷🏼‍♂️😂 And the topic is not overhyped in Germany. And they don't overdo it with the capacities either. And they have supplied a customer list virtually at the same time. Which are real, revenue-generating and profitable customers. And not an OpenAI-style circular economy.🤣

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Demas@Demas

1Settimana

@Get_Rich_or_Die_Tryin good comment. I think we have uncertain times ahead. So basic consumption is very good location to put money

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Patrick Schäfer@Hotte1909

1Settimana

@Get_Rich_or_Die_Tryin I already knew what you meant 😉 Telekom just happened to catch my eye and you had written telecommunication, so I couldn't resist the comment

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Patrick Schäfer@Hotte1909

1Settimana

@Tenbagger2024 achja was not the first red day was not the last red day 😀

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Settimana

@Demas agreed. Still searching for the right moment to switch allocation massively. Imo there’s still some time left to do so.

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Visualizza tutti 19 ulteriori risposte

Dividendenopi👴@Dividendenopi

1Settimana

Up 8.25% YTD so far. I'm pleased, it's a snapshot and will change again. I'm keeping a close eye on things and will certainly be looking for one or two entry opportunities away from dividends in the near future 😇🙃😉

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ElbeInvestments@ElbeInvestments

1Settimana

I currently find the level at $MSCI very interesting and am considering putting a first foot in the door there with 2 units.

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fund_navigator_elshq@fund_navigator_elshq

1Settimana

We want GREEEEED at Growth, finally come back 😆

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JM@jm_finance

1Settimana

Yes, it's going quite well today, but can quickly turn again 👍🏻☺️

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Tenbagger2024@Tenbagger2024

1Settimana

Today it is the other way around again, the two ETFs are a nice benchmark index @Get_Rich_or_Die_Tryin

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Nuqqx@Nuqqx

1Settimana

It had to turn around a bit at some point, my dividend foundation is smiling at me.

$ULVR (finally took profits again at €60)
$ISPA
$ZPRG
$TDIV
$O
$MARUY (a little more and then you'll be my first doubler <3)
$MICC (I love ice cream and the share is simply awesome so far)

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Max@Divident_e

1Settimana

My dear. Wisdom remains to be seen

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S.A.U.@SAUgut777

1Settimana

Daily result +0.56% and new ATH 🫣😊

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Tenbagger2024@Tenbagger2024

1Settimana

@SAUgut777 you should make a wikifolio

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Tenbagger2024@Tenbagger2024

1Settimana

@SAUgut777 Your portfolio will certainly rise even in the bear market

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S.A.U.@SAUgut777

1Settimana

@Tenbagger2024 the stock market gives it and the stock market takes it...and so far today it is down 1.03% 🤷🏻‍♂️😅

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Tenbagger2024@Tenbagger2024

1Settimana

@SAUgut777 It's all in the mix

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S.A.U.@SAUgut777

1Settimana

@Tenbagger2024 which fortunately looks quite good so far

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Tenbagger2024@Tenbagger2024

1Settimana

@SAUgut777
I have too many growth stocks

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S.A.U.@SAUgut777

1Settimana

@Tenbagger2024 would also like to add some this year, although my dividend stocks of the past were good growth stocks (value) despite dividends 😇😊

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Tenbagger2024@Tenbagger2024

1Settimana

@SAUgut777
Perhaps not. The next bear market is sure to come

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S.A.U.@SAUgut777

1Settimana

@Tenbagger2024 We're at the beginning and are creeping into the middle 🫣😉

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Tenbagger2024@Tenbagger2024

1Settimana

@SAUgut777
It's an election in the USA ... but I'm sure you won't like that 🍊

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Visualizza un'altra risposta

Dividenden@Rente@userc7b02065b8a7407b

1Settimana

In my opinion, there is a lot of uncertainty weighing on the markets at the moment. On the one hand, investors fear that the billions invested in AI will not generate corresponding returns and, on the other hand, there are fears that generative AI etc. will undermine the business model of software companies, which is why they have suffered so much in recent days. Are these now entry prices? I don't know. Perhaps the dust has to clear first and the market has to find a bottom/direction.

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Tenbagger2024@Tenbagger2024

1Settimana

@userc7b02065b8a7407b Microsoft no longer reported CAPEX at all in its earnings. This has not gone down well with investors either.

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