Looking at the markets today: AI stocks are expensive, gold is at highs, defense and energy have already seen much of their gains and at the same time nobody really knows when and how quickly interest rates will come down. Of course there are exceptions.
👉 But where would you invest new money today and why?
It's a bit of a waiting phase right now. In the first half of the year I did a lot of buying and now I'm mostly holding. I'm also ready to sell (and to buy if an interesting opportunity comes up). I'm considering selling $CVS.
Investors, do you have any recommendations for an interesting book on finance and investing? Have you read anything interesting recently?
Books are, in my opinion, probably the best source of information and I've learned a lot from them. I recently picked up a book about Buffett and read that Morgan Housel will be releasing a new book.
Housel's other book, "Same as Ever", wasn't as good for me as "The Psychology of Money", but I'd definitely like to read "The Art of Spending Money".
If anyone is heavily invested in semiconductors, I can definitely recommend "Chip War: The Fight for the World's Most Critical Technology" or "Focus", which is about the company ASML.
By the way, what's the name of that book about Buffett?
This issue has been discussed for many years, but with the rise of AI it's become even more prominent, because consumption has increased and accelerated dramatically. Energy. Specifically electricity. People keep talking about... Read more
Statistics say that the well-known "Santa Claus rally" only starts toward the end of December and continues into early January. In recent days, however, stocks have been falling. It's possible that the situation could change because of a Santa rally, but it's by no means certain that such a scenario will actually play out.
What do you think? Will we get a Santa Claus rally this... Read more
How long do you usually invest in stocks? What is your investment horizon?
I invest long-term, and when a company's fundamentals aren’t changing and the business is growing steadily, I don’t mind holding shares for 15–20 years. I’m young, so that horizon is really long for me, and sometimes I even play around with stocks that I hold for maybe just two years.
My investment horizon is mostly long-term, but I like to buy some companies for shorter periods where I expect high growth (swing). I have a rule to keep a maximum of 20 positions in my portfolio so it doesn't become a mess over time and I can monitor all the stocks. I review them every quarter and based on that I decide whether to add to a position or sell it.🤝
Looking at the markets today: AI stocks are expensive, gold is at highs, defense and energy have already seen much of their gains and at the same time nobody really knows when and how quickly interest rates will come down. Of course there are exceptions.
👉 But where would you invest new money today and why?
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It's a bit of a waiting phase right now. In the first half of the year I did a lot of buying and now I'm mostly holding. I'm also ready to sell (and to buy if an interesting opportunity comes up). I'm considering selling $CVS.
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Investors, do you have any recommendations for an interesting book on finance and investing? Have you read anything interesting recently?
Books are, in my opinion, probably the best source of information and I've learned a lot from them. I recently picked up a book about Buffett and read that Morgan Housel will be releasing a new book.
Zobrazit další komentáře
Housel's other book, "Same as Ever", wasn't as good for me as "The Psychology of Money", but I'd definitely like to read "The Art of Spending Money".
If anyone is heavily invested in semiconductors, I can definitely recommend "Chip War: The Fight for the World's Most Critical Technology" or "Focus", which is about the company ASML.
By the way, what's the name of that book about Buffett?
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A European healthcare champion hiding value behind an overlooked valuation
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Inflation has given markets new hope: Is this the start of a Santa Claus Rally?
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This issue has been discussed for many years, but with the rise of AI it's become even more prominent, because consumption has increased and accelerated dramatically. Energy. Specifically electricity. People keep talking about...
Read more
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I don't understand this sector very well, so I probably wouldn't choose anything else. So far I'm most interested in $OKLO.
Statistics say that the well-known "Santa Claus rally" only starts toward the end of December and continues into early January. In recent days, however, stocks have been falling. It's possible that the situation could change because of a Santa rally, but it's by no means certain that such a scenario will actually play out.
What do you think? Will we get a Santa Claus rally this...
Read more
Zobrazit další komentáře
The Santa rally could come as soon as tomorrow. This is something that can’t be predicted, but there’s still a chance it could turn around.
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How long do you usually invest in stocks? What is your investment horizon?
I invest long-term, and when a company's fundamentals aren’t changing and the business is growing steadily, I don’t mind holding shares for 15–20 years. I’m young, so that horizon is really long for me, and sometimes I even play around with stocks that I hold for maybe just two years.
Zobrazit další komentáře
My investment horizon is mostly long-term, but I like to buy some companies for shorter periods where I expect high growth (swing). I have a rule to keep a maximum of 20 positions in my portfolio so it doesn't become a mess over time and I can monitor all the stocks. I review them every quarter and based on that I decide whether to add to a position or sell it.🤝
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
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