immagine del profilo
Well, this will go against the thinking of many people here.

But in my opinion it's total nonsense. The two stocks have been going completely sideways for 3-4 years, while stocks like NVIDIA and Broadcom have risen massively. Sure, the keyword is AI hype, but I'd rather bet on something like that and take the risk of a -10% drop than a sideways movement for years and talk myself into the high dividend. I also have no idea that Jnj or Pepsi will outperform NVIDIA over the next few years.

But everyone as they feel comfortableđź‘Ť
•
4
•
immagine del profilo
@xzxzx How do you decide when the AI hype is over?
••
immagine del profilo
@xzxzx certainly not outperforming, but brings stability to the portfolio, which is why i'm betting on a mix of growth and dividends/dividend growth.
so i can sit back and relax on days like yesterday :)
•
5
•