📊 How high must US Treasury yields go before investors abandon stocks?
The latest BofA Fund Manager Survey puts the average switching threshold at 5.9%.
37% point to 6% yields, while 19% say yields are already high enough to shift toward bonds.
#Bonds
Position in my #wikifolio: Hamborner REIT
I invested ~0.5% of my cash, moneymarket and bonds ETF liquidity of my portfolio in Hamborner REIT.
Current price: ~€4.10
Target: >€35
#HambornerREIT#REIT#Investment
U.S. Dollar Index My primary Elliot wave scenario foresees an early correction from the DXY. Strength for the U.S. I expect from 62,923 U.S. dollars. Dollar. Invalidation for this scenario is the 114,778 U.S. Dollars. If these are exceeded, this scenario is invalidated. #Dxy#usd
Position in my #wikifolio: Volkswagen Preferred Shares
I invested ~0.75% of my cash, moneymarket and bonds ETF liquidity of my portfolio in Volkswagen preferred shares.
Current price: ~€69
Target: >€490
#Volkswagen#VOW3#Stocks#Investment
Taiwan Semiconductor Manufactoring stock strong sale!
According to my current primary Elliott wave scenario, a big correction in TSMC could probably come soon. If my scenario occurs, I would expect a correction of over 60%, since TSMC is already in my green target zone.
#tsmc
The yield on US 10-year government bonds reached the highest value since 2002 this week.
In my opinion, they provide an exciting investment at current levels, especially as a diversification into a pure equity portfolio.
#Bonds#treassury#usa
Sell ASML!
After my technical analysis based on my primary Elliot Waves expectation of ASML, I would title the stock as a strong sale.
at least a 50% correction should follow, but I would rather expect >62%. #wikifolio#portfolio
This is not investment
#Asml#semiconductor#ai
Position Adjustment Metropole Television
I sold all Metropole Television shares in my portfolio, realizing a loss of -13.1%. I sold these shares using a stop-loss order, which was set at an invalidation level. The price falling below this threshold invalidated my bullish outlook
My new reading
I am excited to read this book, through the HKCM I became aware of Elliot waves for the first time in 2023 and was immediately enthusiastic. Since then, I have already invested several thousand hours in technical analysis.
#Book#elliotwellen@Phantom_by_HKCM
Position: adesso
I invested ~0.3% of my cash, moneymarket and bonds ETF liquidity of my #wikifolio#portfolio in adesso.
Current price: ~€58
Target: >€400
#adesso#Stocks#Investment
Start of studies
Today was my first day as a business student at the Landshut University of Applied Sciences.
Today was a very informative day and I met some new people. I am also looking forward to my studies and to new contacts.
#Landshut#haw#hawlandshut#college#bwl
Position: Lumen Technologies #wikifolio
I invested ~0.25% of my cash, moneymarket and bonds ETF liquidity of my portfolio in Lumen Technologies.
Current price: ~$5.60
Target: >$80
Potential partial profits above $14.
#LumenTechnologies#Stocks#Investment