9Mês·

Sector rotation?

While AI, IT and BTC stocks are currently "running out of steam", the "boring" consumer staples are becoming increasingly popular in my portfolio:

General Mills $GIS (-0,15%)
KraftHeinz $KHC (-0,05%)
Cal-Maine Foods $CALM (-0,26%)
Pepsi $PEP (-0,82%)

Is this the beginning of the sector rotation that has been predicted time and again?

What do you think?

Source graphic: FuW, Finance and Economy

6 Comentários

Tenbagger-Capital@Tenbagger-Capital

9Mês

Growth sectors such as AI, robotics, space, etc. will not disappear and will continue to grow. There is a lot of uncertainty in the sector at the moment. People like to take profits because the shares have also performed very well

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Chris@1Chrischi1

9Mês

@Tenbagger2024 that's exactly how i see it!
wait and see ☕️

I'm well diversified and my "losers" are catching up 🤞

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EugeneKrabs@Danicx13

9Mês

I see it the same way in my portfolio

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Epi@Epi

9Mês

Precious metal bull market would fit. Energy bear market not at all.
So...?

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Timo@Aktienorang-Utan

9Mês

I don't quite share your opinion.
Companies like BTC are not running out of steam because of a few percent. We're talking about a few % in the low double-digit range here, after what were sometimes extreme rallies.
What's more, nothing has changed fundamentally for most companies. So why should the air run out?

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Poor Dad@PoorDad

9Mês

I can really feel the "rotation". People forget that you still have to buy pempers and toilet paper.

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