For those who $CME (+0,58%) aren’t familiar with it… here’s a quick summary:
The CME Group operates the world’s largest futures exchange. There, investors and companies trade futures and options on stock indices, interest rates, commodities, currencies, and many other asset classes to hedge against risks or to speculate on price movements.
Simply put: for example, Farmers, airlines, and many other companies today use derivatives on fuel or other commodities to hedge against potential price increases in the future.
- Airlines: Fuel prices
- Farmers: Prices for corn, wheat, soybeans, livestock, etc.
- Energy companies: Oil and natural gas prices
- Banks and insurance companies: Interest rate changes
- International companies: Exchange rates
- Investors and Funds: Stock indices such as the S&P 500 or Nasdaq
In my opinion , a great niche company, with extra special dividends when the company generates high free cash flow.
My thoughts:
The financial sector is now the largest in my portfolio. I’ll be taking a slightly more cautious approach here for the time being, until good opportunities to buy more arise.
CME , however, I’ll still build up my position to my desired size of approx. €6,000 and then simply let the position grow from there.
I expect that over the next few months I’ll focus more on materials,
industry and infrastructure . These companies include, among others, $HD (+1,48%) and $WIE (+3,94%) and $DG (+2,43%) .
As I had already mentioned a few years ago in the portfolio and at that time with profit . In the meantime, the stock is trading significantly lower than it did back then, and it still haunts me to this day because I bricks seem to be on every construction site .
What interests you right now? ⤵️
This is not investment advice—just my thoughts.
