02.06.2023, 4904 Zeichen
JochenGehlert (ERS2018): Heute wurde die Position geschlossen in: Vonovia + 4,07 % Ertrag (02.06. 08:42)
DavidePecorari (MRKTLDRS): The case for the total unpredictability of the financial markets: the 2023 lesson This year has been marked by an interesting phenomenon in the financial markets, where the expectations set by many financial analysts at the beginning of the year have been challenged. Specifically, there was a prevailing sentiment among analysts that small/mid-cap and value stocks would have delivered exceptional performance throughout the year and the years to come, due to their attractive valuations in the monetary contest of high interest rates. The expectation was driven by the financial markets historic statistic, so was seemed to be well founded to the analysts and to the practitioners. However, as we approach June 2023, it becomes evident that technological stocks have taken the spotlight instead, surpassing expectations and outperforming other sectors. In fact, in these months, the financial landscape took an unexpected turn. Technological stocks, particularly those in sectors like cloud computing, e-commerce, artificial intelligence, and electric vehicles, demonstrated remarkable resilience and continued to soar to new heights. These companies, often characterized by their innovative products, disruptive business models, and strong growth potential, captivated investors' attention and delivered exceptional returns. At the present date (29/05/23), the Year To Date (YTD) returns of stocks like Nvidia (+ 116,50%) and Meta (+ 117,75%) make a case for themselves, leaving a reminder that financial markets are inherently unpredictable and subject to various factors that can influence their trajectory. Despite the extensive research, analysis, and predictions made by financial experts, market dynamics can rapidly shift, influenced by a myriad of factors such as geopolitical events, macroeconomic conditions, technological advancements, and investor sentiment. The interplay of these elements can lead to surprising outcomes, defying even the most well-founded forecasts. The market unpredictability, in my opinion, only confirm the importance to have a well-diversified exposure, trying to capitalize the best opportunities in different sectors and asset class. In our Market Leaders Stocks we were exposed to Nvidia and Meta since March 2023. We didn’t know these companies were going to have a future exploit, but we knew these were stocks showing clear sign of potential upside, according to our algorithms. So, in the end, even the year 2023 has refreshed us a lesson just few months after its beginning: never believe to been able to anticipate market moves based on short analyses, the public narrative or relying only on financial history, financial markets are way more complex, so never give them for granted. (02.06. 08:37)
10BLN (TFCS2100): SMA mit einer Perfomance von aktuell > 110% und einem Depotanteil von > 12% der Top-Performer - neben NVIDIA, Netflix und Meta. (02.06. 08:16)
10BLN (TFCS2100): SMA mit einer Perfomance von aktuell > 110% und einem Depotanteil von > 12% der Top-Performer - neben NVIDIA, Netflix und Meta. (02.06. 08:16)
10BLN (TFCS2100): SMA mit einer Perfomance von aktuell > 110% und einem Depotanteil von > 12% der Top-Performer - neben NVIDIA, Netflix und Meta. (02.06. 08:16)
10BLN (TFCS2100): SMA mit einer Perfomance von aktuell > 110% und einem Depotanteil von > 12% der Top-Performer - neben NVIDIA, Netflix und Meta. (02.06. 08:15)
10BLN (TFCS2100): Netflix weiterhin als einer der Top-Performer. Dass gegen das Accountsharing vorgegangen wird mag privat stören - als Aktionär ist dieses Vorgehen zu begrüßen. ;) (02.06. 08:13)
10BLN (TRAD1000): SMA weiterhin stabil, Depotanteil 9%, Performance über 70%. (02.06. 08:12)
10BLN (TRAD1000): NVIDIA mit aktuell 9% Depotanteil und über 70% Perfomance. (02.06. 08:11)
10BLN (TRAD1000): Mit aktuell mehr als 110% Performance bei >20% Depotanteil der Top-Performer. (02.06. 08:10)
Was noch interessant sein dürfte:
Runplugged ist im Store: Wie die Financial Literacy Laufapp funktioniert
kapitalmarkt-stimme.at daily voice 95/365: Wie gehts Euch dieser Tage mit Buy the Dip? Lust oder Angst? (bzw. was ich selbst jetzt tue)
1.
Das wikifolio Prinzip - Smarter handeln - Mach die Handelsstrategien anderer zu deiner eigenen. Mit wikifolio-Zertifikaten holst du die Performance privater und professioneller Investoren direkt in dein Depot.
Aktien auf dem Radar:Addiko Bank, DO&CO, Porr, Frequentis, Agrana, Austriacard Holdings AG, Lenzing, FACC, Semperit, OMV, RBI, SBO, Strabag, Erste Group, Andritz, Rosgix, Marinomed Biotech, Bawag, Pierer Mobility, Wienerberger, voestalpine, VIG, ATX TR, ATX Prime, AT&S, CA Immo, EuroTeleSites AG, EVN, Gurktaler AG VZ, CPI Europe AG, Kapsch TrafficCom.
Semperit
Die börsennotierte Semperit AG Holding ist eine international ausgerichtete Unternehmensgruppe, die mit ihren beiden Divisionen Semperit Industrial Applications und Semperit Engineered Applications Produkte aus Kautschuk entwickelt, produziert und in über 100 Ländern weltweit vertreibt.
>> Besuchen Sie 60 weitere Partner auf boerse-social.com/partner
Die Useletter "Morning Xpresso" und "Evening Xtrakt" heben sich deutlich von den gängigen Newslettern ab.
Beispiele ansehen bzw. kostenfrei anmelden. Wichtige Börse-Infos garantiert.
Newsletter abonnieren
Infos über neue Financial Literacy Audio Files für die Runplugged App
(kostenfrei downloaden über http://runplugged.com/spreadit)
per Newsletter erhalten
kapitalmarkt-stimme.at daily voice 72/365: Einladung in die Wiener Börse, es geht um das Comeback der Historischen Wertpapiere
kapitalmarkt-stimme.at daily voice 72/365: Heinz Walter ist Obmann des Clubs Historische Wertpapiere mit Sitz in Wien und war davor u.a. 24 Jahre österreichischer Wirtschaftsdelegierter in insgesam...
Herbert Schwöbel & Günther Kieser
Hessischer Rundfunk. 81 Funkhausbilder.
1964
Hessischer Rundfunk
Daniel Chatard
Niemandsland
2024
The Eriskay Connection
Pia-Paulina Guilmoth
Flowers Drink the River
2024
Stanley / Barker
DavidePecorari (MRKTLDRS): The case for the total unpredictability of the financial markets: the 2023 lesson This year has been marked by an interesting phenomenon in the financial markets, where the expectations set by many financial analysts at the beginning of the year have been challenged. Specifically, there was a prevailing sentiment among analysts that small/mid-cap and value stocks would have delivered exceptional performance throughout the year and the years to come, due to their attractive valuations in the monetary contest of high interest rates. The expectation was driven by the financial markets historic statistic, so was seemed to be well founded to the analysts and to the practitioners. However, as we approach June 2023, it becomes evident that technological stocks have taken the spotlight instead, surpassing expectations and outperforming other sectors. In fact, in these months, the financial landscape took an unexpected turn. Technological stocks, particularly those in sectors like cloud computing, e-commerce, artificial intelligence, and electric vehicles, demonstrated remarkable resilience and continued to soar to new heights. These companies, often characterized by their innovative products, disruptive business models, and strong growth potential, captivated investors' attention and delivered exceptional returns. At the present date (29/05/23), the Year To Date (YTD) returns of stocks like Nvidia (+ 116,50%) and Meta (+ 117,75%) make a case for themselves, leaving a reminder that financial markets are inherently unpredictable and subject to various factors that can influence their trajectory. Despite the extensive research, analysis, and predictions made by financial experts, market dynamics can rapidly shift, influenced by a myriad of factors such as geopolitical events, macroeconomic conditions, technological advancements, and investor sentiment. The interplay of these elements can lead to surprising outcomes, defying even the most well-founded forecasts. The market unpredictability, in my opinion, only confirm the importance to have a well-diversified exposure, trying to capitalize the best opportunities in different sectors and asset class. In our Market Leaders Stocks we were exposed to Nvidia and Meta since March 2023. We didn’t know these companies were going to have a future exploit, but we knew these were stocks showing clear sign of potential upside, according to our algorithms. So, in the end, even the year 2023 has refreshed us a lesson just few months after its beginning: never believe to been able to anticipate market moves based on short analyses, the public narrative or relying only on financial history, financial markets are way more complex, so never give them for granted. (02.06. 08:37)
10BLN (TFCS2100): SMA mit einer Perfomance von aktuell > 110% und einem Depotanteil von > 12% der Top-Performer - neben NVIDIA, Netflix und Meta. (02.06. 08:16)
10BLN (TFCS2100): SMA mit einer Perfomance von aktuell > 110% und einem Depotanteil von > 12% der Top-Performer - neben NVIDIA, Netflix und Meta. (02.06. 08:16)
10BLN (TFCS2100): SMA mit einer Perfomance von aktuell > 110% und einem Depotanteil von > 12% der Top-Performer - neben NVIDIA, Netflix und Meta. (02.06. 08:16)
10BLN (TFCS2100): SMA mit einer Perfomance von aktuell > 110% und einem Depotanteil von > 12% der Top-Performer - neben NVIDIA, Netflix und Meta. (02.06. 08:15)
10BLN (TFCS2100): Netflix weiterhin als einer der Top-Performer. Dass gegen das Accountsharing vorgegangen wird mag privat stören - als Aktionär ist dieses Vorgehen zu begrüßen. ;) (02.06. 08:13)
10BLN (TRAD1000): SMA weiterhin stabil, Depotanteil 9%, Performance über 70%. (02.06. 08:12)
10BLN (TRAD1000): NVIDIA mit aktuell 9% Depotanteil und über 70% Perfomance. (02.06. 08:11)
10BLN (TRAD1000): Mit aktuell mehr als 110% Performance bei >20% Depotanteil der Top-Performer. (02.06. 08:10)