3Settimana
Pretty boring. 😁
You're clearly overweight in the US. That can quickly make things less boring. USD weakness, sovereign debt crisis, shadow banking collapse, private debt orgy, government restructuring - this will not leave US equities unscathed.
Why don't you have any EM value stocks?
You're clearly overweight in the US. That can quickly make things less boring. USD weakness, sovereign debt crisis, shadow banking collapse, private debt orgy, government restructuring - this will not leave US equities unscathed.
Why don't you have any EM value stocks?
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3Settimana
@Epi That's right, there's still a bit of a thrill here. In the long term, however, I don't think you can go wrong with US.
The two ETFs should even things out a bit 🤔 I also have $HNR1 $LSEG $8002 and $IBE running as a savings plan in my secondary portfolio and they will be added to the main portfolio here once they reach a certain size.
I would probably get back in at $ASML if the price were better and I'm looking at $DB1.
Do you have any EM stocks that currently seem worth buying?
Thank you for your feedback 👍
The two ETFs should even things out a bit 🤔 I also have $HNR1 $LSEG $8002 and $IBE running as a savings plan in my secondary portfolio and they will be added to the main portfolio here once they reach a certain size.
I would probably get back in at $ASML if the price were better and I'm looking at $DB1.
Do you have any EM stocks that currently seem worth buying?
Thank you for your feedback 👍
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•1Settimana
You got 19 investment positions Your one of a top Star nett worth investor .
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1Settimana
@CherieMay What do you mean by Top Star Net Worth Investor? 500k is not the world now. 😅
By the way: of the 19 positions, 3 are cash equivalents. So actually 16 positions. And 6 of them are small game positions. 😁
By the way: of the 19 positions, 3 are cash equivalents. So actually 16 positions. And 6 of them are small game positions. 😁
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1Settimana
@Epi I was very confused until just now, but now I can see through it :D Somehow the context is missing, but it's under Simpson's post, probably bot anyway 🤣
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