Financial Forecasts  

Szia!
Jó stratégia! Nekem 11 olajcég van a portfóliómban amiket még április elején vettem, ezeket tartani akarom 5 v 6 évig 1000, 2000 USD s pakkok...
Amivel aktìvan kereskedem az LAC, FRO, RIG, APT... itt van a forró tőke, a nyereségből épìtem tovàbb a hosszútàvú portfóliót... sajnos RCL ről lemaradtam ami fàjó dehát ezvan

Sziasztok!
LAC kinek van még rajtam kìvül??? Kitörés után elmehetünk akàr 6ig is??? Kìvàncsian vàrom

Bankpapírt tervezel beépíteni a portfoliódba?

Érdemes besöpörni az osztalékot. Most 12.000 USD pakkom van Gazpromból. Én a lenti adagot hosszúra akarom tartani, a fentit majd meglátom, hogy mikor adom el. Visszatérek az eredeti portfólió összetételemhez, hogy széles 20-40 részvényt fogok tartani, mindegyikben kevesebbet tartva és 30% cash lesz az arány.  

Valahogy igy. Kamatot nem emelhetnek, abba nagyon sokan belegebbednek.
Erdekes a pszichologia is. Amikor a lejtmenetben kb ezen a szinten vettem Gaspromot orultem, hogy vegre 7-rol lejott oda, ahova reg vartam. A 3,9 (Eur) -on vett csomagomat meg kis pluszban eladtam, azzal, hogy lesz az meg olcsobb is. Most, hogy ez a csomagom is kizoldul itt allok tanacstalanul. Adni nem adom az biztos.

Ha fix ideáljuk, hogy a kamatot tartósan alacsonyan tartják, akkor a részvények emelkedni fognak. Ezzel meg nem tudunk vitatkozni. Az xtb-nél 15 percig lehetett 5,32 USD-ért Gazpromot venni és csak 09:15 órakor ugrott fel 5,53-ra. Jó az ilyeneket figyelni, mert pl. 10k USD-nél ez tisztán 370 USD profit 10-20 perc alatt.

Én a héten az 1,7 újratesztelését várom. Egyelőre a hangulat adott hozzá, de légy résen és húzd a stopot magad mögött. Aki pedig alá várja az azért írja, mert ott szeretne / szeretett volna venni belőle. :) Én is 30 alá várom RDSa-t, meg 8 alá LHA-t, meg 17 alá EBO-t, mert ott tényleg szívesen becsomagolnék belőlük :D

Néztem Gazpromot is, de nem vettem végül semmit. Igyekszik az ember óvatos lenni, ez viszont sajnos azzal jár, hogy jó néhány frankó megérzés megy a levesbe. Persze utólag marha okos vagyok, mert belevehettem volna a LHA-ba és EBO-ba egyaránt. Nem vagyunk könnyű helyzetben most: venni ilyen pénznyomdában, vagy inkább kivárni és adott esetben végignézni ahogy elmegy. Nehéz ügy.

Sziasztok!
Kívàncsi vagyok merre fognak menni az olajosok a héten... RIG nél màr a külföldi fórumokon is vàrják hogy 1 alatt vegyenek... lehet hogy nem fog összejönni :)

Kitört a Gazprom. Az osztalékig szerintem venni fogják.
https://s3.eu-central-1.amazonaws.com/xstation5screens/192/143/cdff9720509957e103378b27131366ef4442d10d.png

Erste, BNP ugrott egy szépet, kár hogy nem voltam elég bátor a vételhez. Kiváncsi vagyok mennyire tartós. Meglátjuk mit hoz délután az USA és lefordul-e a piac a héten. 

KÖszi! Felvettem a figyelőre.
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Luftiról mit gondoltok. Mélybe taszítja a mai hír, vagy kihúzza a csávából?!
https://www.portfolio.hu/gazdasag/20200525/megvan-a-megallapodas-9-milliard-eurobol-mentik-meg-a-lufthansat-433818

Aki kereskedik DAXon is, erdemes BAYN-re es EOANra figyelni, mindketto chart eleg jol nez ki, eleg szepo dividentet is fizetnek majd jovore. 

DOW-ban még mindig ez a játék megy.
https://s3.eu-central-1.amazonaws.com/xstation5screens/124/250/1b283f5fdfa12d8377b49144cceca949a925b45e.png

Az egyetlen bajom, hogy ez a vírus parától függetlenül több mint 2 éve csak esik. Ilyen részvényem már van elég RIG formájában :D 

Igen de pont ezert erdekes,  mert ugye annyira nagy baj nemlehet h ne lehessen nagyobb. Viccet felre indulni fog fel a tobbivel nincs mas lehetoseg:)

The Unemployment Rate is at the highest level since the great depression, Businesses are closing at rates that we have never seen in history, And the world economy has seemingly hit its biggest road block since the great depression. But there are some strange things that have been going on during all of this turmoil. For example, Real Estate Prices have actually stayed the same or even gone up for most areas in the united states. Another thing is that the number of bankruptcies in most countries have actually decreased over the last few months. And ofcourse, the stock market has actually risen by over 30% since March 23. So how can all of this be possible. In a time when most indicators are showing we are in the worst economy in nearly a century…we are also seeing a relatively healthy stock market and real estate market. Well…some of the reasons why this is happening, might be a lot more scary than you think. The first thing that may have partially mitigated a worldwide collapse, is the debt that governments around the world have been taking out and giving to its citizens. In fact, governments have taken out nearly $16 trillion dollars of debt in the last few months. And just some perspective is that an average year will see $7 trillion dollars of debt taken out worldwide. Meaning that the world is compiling debt at a rate that is nearly 10 times higher than normal. And this means two things. The first of which is that this debt will provide a temporary stimulus for the economy for several months to upwards of a year. But the second thing that will come from this debt is much more negative. You see, at some point, governments will have to pay back this debt. And this will come in the form of tax revenue. Meaning that a large portion of tax revenues for the next several decades will likely go towards paying back this 3 month period where debt was compiled at extremely high levels. But debt is not just being taken out by Governments, its being taken out by businesses and individuals. Household debt in the United States is now at record high of 14.6 trillion dollars. A recent report showed that in early march, nearly 43% of United States Adults had some sort of credit card debt, but now that number has jumped to 47% which is one of the largest spikes in history. 23% of credit card debtors surveyed by creditcards.com said that their credit card debt is a direct result of the pandemic. Millennials have been hit the hardest, where 34% of millennials had to go into further credit card debt because of the pandemic. So what this means is that debt seems to be arguably the biggest factor as to why many markets around the world have not collapsed. So for now, this debt has provided some relief, and helped prevent a much worse downturn in some areas like the stock market and real estate. But this debt burden will likely hurt the global economy for years, or even decades to come. Another thing that has been happening is that central banks have been printing money at rates that we have never seen before. Pretty much what central banks like the federal reserve have been doing is that they have increased the money supply in the economy. The way that they do this is a little bit complicated, but to summarize, essentially 3.5 trillion dollars has been added to the economy to help deal with debt, to help give out loans to businesses in need, and to give cash reserves to the big banks. The economist Tim Duy said that if these measures were not taken by the central banks in the last few months, ‘the system already would have blown up. And the markets would have crash 10 times over’. Now what does this have to do with the stock market? Well, first of all, sometimes crashes take time. In September of 2008, it felt like the entire global economy crashed within the span of 2 weeks, but in reality, it took 517 days to reach the bottom of financial crisis. And during that time, their were many weeks or even months where the markets performed fairly well. So it is possible that the recession that we are going through today, might reach its worst point in well over a year, especially if the debt market collapses, or if the economic recovery is slower than people think.

Hasonló nekem is a várakzoásom.