2D·

What are your "buy the dip" assets?

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43 Comentários

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@femkelbn Why not choose $VWCE and take a massive amount of compound interest with you?
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@Thesaurus Because I manually reinvest the distributions and thus still benefit from the compound interest effect.
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@femkelbn Do you then buy new shares every quarter or do you increase the savings plan by the amount of the dividend received?
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@Thesaurus As soon as I receive the distribution, I create a new non-scheduled savings plan with the next possible execution date and simply delete it again after execution. I do the same at the end of the month with the remaining amount that has not been used. Every cent that is left over is "banged" into the $VWRL as soon as it becomes available as an extra savings plan. The scheduled savings plans at the beginning of the month remain untouched and continue to run continuously.
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In the event of a real crash, I would actually mainly buy $VWRL.
But that's a boring answer, so here are a few more stocks from my fair-value research list:
$NOW <700 USD
$RHM <1100 EUR
$FROG <35 USD
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@BigMo Best man thanks for the input!
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Why do you think there will be a crash in the next 2-3 years?
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@MrSchnitzel I feel a shaking of the Force! There is no single reason, I think it's more a combination of different things: Trump, China Taiwan, Russia Nato, American national debt, interest rate cuts too fast, political polarization, AI bubble, real estate and banking risks due to overpricing and too big to fail etc.
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@TheRealDarthVader What does a "major" crash mean to you? Like the 2008 financial crisis? Here I would simply let my savings plans run and possibly sell individual shares! Nothing more.
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@TheRealDarthVader But everything could also go the other way, to the good side of power.
Trump is always ready for a surprise and nobody knows how the stock market will react.
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@MrSchnitzel Yes, of course, that's why the savings plan is running, but there are a lot of uncertainties for me at the moment that can quickly have a major impact.
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@BavarianLion Let's put it this way not like Corona and customs crash towards flash crash and V recovery but a few months or 1-2 years bear market. Drawdown is always difficult to estimate, but it could be at least 30% down for the indices.
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@TheRealDarthVader Anyway! As you say "can".
If everything goes well after all, you'll miss out on the returns up to that point, i.e. the journey. Letting a savings plan run is always great.
Just wouldn't build up too much cash.
Have a nice evening Mr. Vader. :)
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@MrSchnitzel It's actually been quite a long time since we had a real 1-2 year bear market. Well, I'm heavily invested in US tech, which would probably hit me hard, but I don't think AI is a bubble like dotcom, because the companies are really making massive money with AI 😎
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@BavarianLion I see it the same way.
I'm also heavily invested in US tech stocks.
These are the best companies that make the most profit and will also have a lot of potential in the future in my opinion.
(Winners usually stay winners, they got there for a reason, good management etc.)
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@MrSchnitzel Personally, I think the comparison with the dotcom bubble is flawed because many companies were simply hot air! If you look at the driving forces now (Meta, Alphabet, Amazon...), it's a completely different story!
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@MrSchnitzel Thanks to you too. I currently have a lot of cash because of Bitcoin and profit-taking as soon as that is restructured, hopefully things will look even better💪but I'm just going in with a higher savings plan lump sum statistically better but I just have a feeling!
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Definitely $ASML and maybe $NETFLIX and $AMAZON
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$RACE and $RMS will correct by 50% in the future as sure as the Amen in the church, for me also long-term buy candidates 👌🏼
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@DocM01 I agree, they practically always have a premium price except in a crash when everything falls. That's why you should go for it💪
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Regardless of whether everything crashes, even then I am firmly convinced that there are no long-term runners, at some point there will be a major correction, then everyone will say that the good years are over.
See Meta 😆

That's why $V and $MA are interesting in the long term (after at least 50% downside😁)
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@PikaPika0105 Do you think this share will beat the market in the long term?
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@TheRealDarthVader Yes, definitely. I once wrote a longer article about them.
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It all depends on the crash ... What changes fundamentally? What benefit should such posts bring...
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@Jank86 It's called exchanging opinions in the community and basically because it simply interests me. What really has no use are comments like yours.
I already bought asml when it creashed recently but if there is a general crash imo nvidia, tsmc, asml are the play if you are looking for the big fishes, if you want ten baggers i like tempus and duolingo. I also like a lot the Mag 7 without tesla and apple, if they crash again I'm gonna buy with all I have
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I save $BTC weekly with a variable amount, depending on the exchange rate. The more $BTC falls, the higher the savings amount.

Should there be another crash,
I buy $IWDA
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Well, I could just show my whole watchlist/portfolio, since I'd like to buy more! But I won't make this comment too long so I will give you my top 10:
1. VWRL (always a good choice imo)
2. MSFT
3. GOOG
4. AMZN
5. COST
6. MA
7. BTC
8. SPGI
9. BKNG
10. VUSA

Kind regards,
Kenneth
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$ADBE $DHR $TMO $RMS $BNTX $ASML

I got into novo and adobe too early when they were still going down. Believe in good Adobe figures and after Sartorius recovery signs (could also be there) and first good $TMO figures in a turnaround pharma/related
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Depending on how big the dip is, I would switch to $QQQ3.
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So I'll be happy if I record and internalize this week....
I'll just keep my savings plans running...
What will happen in the next 2-3 years is pure guesswork....
And even your crash will look different from what you're imagining now...

Regards
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@Roots My savings plans are still running. But if there is a crash, it is still nice to have a plan if, for example, you always want to buy a great share that is on offer.
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@TheRealDarthVader So I would have a few on my watch list! $VST $RTX $GS
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@BavarianLion Thank you, I'll take a closer look!
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