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Nobody
@Nobody_123
2G·

👋 US

first small part, more will follow.

US I am dismantling piece by piece...

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06.06
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Alphabet
Venduto x20 a 151,98 €
3039,60 €
37,17%
14
26 Commenti
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Sansebastian@Sansebastian
2G
Why are you dismantling USA?
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Jakob@jkbsmn92
2G
@Sansebastian you actually already know the answer :)
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Sansebastian@Sansebastian
2G
@jkbsmn92 may be 🙂 but without the USA nothing works on the stock market
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Nobody@Nobody_123
2G
@Sansebastian I didn't say I would get out completely... I will reduce my US stake to around 30-40% and actually only hold dividends.
But if they go for that too, I will dump that as well.

And let's see... I don't expect the circus to stop... if US shares take a big tumble, you can buy cheaply again 🤷‍♂️
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Sansebastian@Sansebastian
2G
@Nobody_123 I didn't say that you would get out completely. It's just very difficult to achieve a decent return without an increased share of the USA.
I also don't expect the market to collapse. I think a new ATH is only a matter of time
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Nobody@Nobody_123
2G
@Sansebastian ok, then we simply have two different opinions on the short-term development.
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Sansebastian@Sansebastian
2G
@Nobody_123 well, in April/May almost everyone had a different opinion than me. The end is known 😄
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Maximilian@Max095
2G
Do you think Trump will still be president in 20 years?
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Nobody@Nobody_123
2G
@Max095 For my taste, Trump is causing damage that cannot be assessed. Maybe it will be irreparable, maybe not. Perhaps more money will now flow into other economies where more security and stability is expected ... or perhaps not.
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AnyoneForTennis@AnyoneForTennis
2G
@Sansebastian Reducing the USA share is somehow still understandable, but at this point Alphabet??? Why?
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Sansebastian@Sansebastian
2G
@AnyoneForTennis you're asking the wrong person 😄 you have to ask @Nobody_123
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Visualizza tutti 3 ulteriori risposte
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The W.@thewolfofallstreetz
2G
Never bet against the US ;- )
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Leon@Investingyoung
1G
If you want to lower US exposure then why are you selling one of the best stocks in the market... sell dirt heinz, realty shit or shit motors but not google??? I don't quite check
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Leon@Investingyoung
1G
@Investingyoung the 3 shit stocks mentioned are complete snot in contrast to alphabet
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Nobody@Nobody_123
1G
@Investingyoung I basically understand your statement. Let me try to explain it:
1. mag7 I see almost no further potential. Only Google, but they're currently being picked on in every way and if advertising revenue collapses thanks to AI, that's it. At the moment I still have plus and it's ok.
2. I'm only saving Kraft Heiz strategically at the moment, as I can use it to fill the loss pot if I sell another very good stock.
3. yes Ford... that's only a few hundred euros. But that will also fall away
4. what do you have against Reality Income?
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Leon@Investingyoung
1G
@Nobody_123 realty incomes performance is a joke compared to any other immo stock example: $EXR $MAA $PLD extra space storage for example has performed 10x better since 2008 with almost the same dividend yield and more growth
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Nobody@Nobody_123
1G
@Investingyoung thank you man 🙏 I don't even know them, I'll have to take a look at them at my leisure
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Leon@Investingyoung
1G
@Nobody_123 a lot of people just buy these typical insta shit stocks, you just have to look behind the mainstream things and you will find treasures
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Leon@Investingyoung
22H
@Nobody_123 I took a look at Realty... the thing is giga shit they sell! 300% payout ratio is NOT sustainable in the long term
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Nobody@Nobody_123
22H
@Investingyoung all good 😅 today or tomorrow I have planned to do some research for a few hours. Will definitely do it
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Leon@Investingyoung
22H
@Nobody_123 please do it for real, you will thank yourself
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S.A.U.@SAUgut77
2G
I have also liquidated and currently only hold 1 pure US share....ETF still US-heavy, but it will also correct at some point...👍🏻
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Nobody@Nobody_123
2G
@SAUgut77 I want to see my Tenbagger and Apple a little higher again, then that too will be liquidated. I'm still having a hard time with Amazon... let's see how it all develops
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