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Market favorites: Tech Actions out – Careers, Financial Aids and Consumer Goods in!

Posted on by Vaseline
Market favorites: Tech Actions out – Careers, Financial Aids and Consumer Goods in!

Frankfurt Stock Exchange: Owned by the fact that the summer is bringing fundamental innovations: Nvidia and Co. are producing the profit and the AI ​​Revolution that is bringing the big theme to the market.

Allerdingsbrodelt is below the Oberfläche:
At the end of June a favourite job started and – Tech-Aktien was discovered, classic branches made a comeback.

Was Anleger erasing sollten, erläutert Ali Masarwah, Fund Analyst and Geschäftsführer of the Finanzdienstleisters investor.

If you raise an army and an army during the summer break of the passionate revue, your fundamental fundamental expenses became small during the end of the June festivities. The facts from the Datenhaus have a further report on the message statistics of the US-Unternehmen in the Zweiten Quartal.

The S&P 500 share price fluctuates at 10.8 percent in April and June.

The war is the highest level during the fourth quarter of 2021.

And the results of the US-Unternehmen war with a plus of 5.2 hours during the last quarter of the year.

Was it possible to exit the market?

When August started the Aktienkurse weltweit, it was a month ago – heavy with little Wucht – wiederholte.

Man must adhere to these qualifications.

Nicht DIE Aktienkurse is lost, is part of a market segment: Tech-Aktien, genauer gesagt: Nvidia and Hyperscaler with Alphabet, Amazon, Meta and Microsoft also the major AI Hype players.

One of the four trading stages after the Bekanntgabe channel channel Quartalszahlen, Nvidia lost 500 billion dollars on the market for the Börse.

Other Tech Giants have quit, if they aren’t as good as Nvidia.

The Financial Times has invested Nvidia, Apple, Microsoft, Alphabet and Meta, among others, in a quarter of the $1.8 billion shares.

Branch rotation – jetzt in diesem Kino

The brand name is a regime that, if man is first realized in reality, will have it so full. If you are in the Ganges, look at the other time in the “alten Zeit”. It is not verwunderlich, but in all rules the trend is not gradual.

First if you have a trendy trendy hat, which is a low legendary selling hat.

If the regime is sufficient, then look at the fundamental data of the fundamental contact lines.

A barometer for sales is the Aktienmarkt.

The Börse is a classic Frühindikator for fundamental changes.

If you anticipate the future, the Heute is the performance of the company.

Before this background is displayed, there is an indication of the requirements.

So well in Europe as well as in the USA, there has been a lot of interesting developments in the history of both countries and branches.

12 months KGV as of end of August, return in percentages and in euros, 5 years annualized performance, you see the returns in the industry comparison, your results, the worse, Europe with ETFs on MSCI sector overview, US of ETFs on S&P sectors, date as of 5.9.2024, Source: Morningstar.

12 months KGV as of end of August, return in percentages and in euros, 5 years annualized performance, you see the returns in the industry comparison, your results, the worse, Europe with ETFs on MSCI sector overview, US of ETFs on S&P sectors, date as of 5.9.2024, Source: Morningstar.

The upper table said, from left to right, zunächst de Bewertungen (12-Monats-Kurs-Gewinn-Verhältnisse). In the Spalten weiter on the right is a representation of the large sector-individual vertetenen Aktien.

In the US, the annual Tech-Aktien years were the big winner, which said plus of 21.5 percent annually.

Energy companies making profits – after a longer period – are racing in 2021 and 2022 towards rising inflation.

In the European war it was the case that Tech Actions were not so bad in the US. Since 2019 and today, Tech Actions in Europe were the winners in both Industry and Finance.

Auch der Healthcare-Sektor was born. Schwach entwickelten sich 2019 in de USA langfristig Aktien aus de Sektoren Basiskonsum und Versorger. In Europe the Verlierer ebenfalls were Basiskonsum, Telekoms and Luxuskonsum.

Since June, the picture has completely changed. In the USA stachen von Anfang July bis Anfang September Versorger with a Plus of intestine 8.5 Prozent hervor.

Financial affairs and basic consumer titles can be orderly. Health title known in the past two months ebenfalls in positivem Terrain.

Days spent US-Tech-Aktien since the beginning of the written Quartals um gut 10 Prozent ein.

Also Energie-Aktien and Telekoms are active. When we are on the beach, the technical platforms with meta and alphabet will appear on the Telekommunikationsdienstleister since 2019.

In Europe the Gewinner des written Quartals were bisher ebenfalls Versorger. If you have a good feeling 11 Prozent since Anfang July. Telekoms und Basickonsumgüter-Aktien zählten ebenfalls zu den Gewinnern.

The Verlierer von stern is also the Gewinner von heute.

Europäische Tech-Aktien brachen dagegen sogar um gut 13.5 Prozent since July end. Energy and luxury consumption ends up in the Verlierern in this Quartal.

Conclusion: Is this Mal different?

The sector rotation shines in Gang zu kommen.

While technology will lose out by July at the earliest, the classic, long-standing sectors of healthcare, finance and consumer goods are gradually coming back into fashion.

It is said that these favorites will be rewarded by the outperformance of Nebenwerten, which will be found later in July.

So since July in the US the Russell 2000 secondary index has been able to outperform the (capitalization weighted) S&P 500 compared to the S&P 500.

The signal no longer applies to the current situation, but it is a fact that things are going less well, but otherwise it comes and goes in the direction of the old sense for a renaissance of the classical branches of the city.

It’s not like the Tech-Aktien Crash put an end to the AI ​​hype.

Aber Tech-Aktien may significantly underperform in the next period.

Couples and couples sollten these Szenario zum Anlass nehmen, een sicherzustellen, thatss their Portfolios auf breiten Fußen stehen.

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