@Achill_93 Ich pflege meinen gesunden und gut gefüllten Verlustverrechnungstopf. So bleibt man flexibel auch mal zum Jahresende ggf. etwas verkaufen zu können.
@evfcfaddict In general yes, but:
• S&P flows: Highly speculative due to its Swiss domicile (Zug).
• Supply < Demand: Structurally true, but high rates are squeezing short-term demand.
• DD EPS growth: Management's mid-term target, not a guarantee.
@evfcfaddict Personally, I always keep some powder dry. It's better to sleep. But when (watchlisted) stocks get really cheap I want to be able to fire with all guns. And yes. I know: "timing is a bitch".