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Below my transactions (older than 1 month) from group A: info
The 20% target has almost been reached. The risk of a new decline increases. The French government has decided to extend the measures. This will increase the damage to the French economy even more.
The 20% target has already been achieved at 28%. The risk of a new decline increases. Reason to get out.
Mission accomplished.
ETF provider: iShares (BlackRock)
Ticker: EUEA
ISIN: IE0008471009
Currency: EURO
Exchange: Euronext Amsterdam
The 50 largest European companies are included in this ETF. Very large companies always know much better to deal with a crisis. They are also always best able to take advantage of all the stimulating from central banks. This ETF has gone down with the stock exchanges. However, I expect recovery soon.
ETF provider: Lyxor
Ticker: CAC
ISIN: FR0007052782
Exchange: Euronext Parijs
The mass hysteria surrounding the coronavirus has reached its peak. The French president speaks of war. French car factories and Airbus are also shut down. However, this ETF no longer declines that much. It indicates that the bottom has been reached. If the current fear turns into hope, this ETF can rise again.
ETF provider: VanEck
Ticker: TDT
ISIN: NL0009272749
Panic exaggerated decline in the AEX. The coronavirus may be over sooner than people think. Central banks and in particular the FED have become unprecedentedly active. That will also raise stock markets.
In total 3 purchases. The last 2-1-2019. Fully disembarked. The Americans have begun to impose import tariffs for several countries. Due to European support for Airbus, the Americans are allowed to impose EU import tariffs. If there will be import tariffs on European and therefore German cars, that will be very bad for the DAX. Trump said today that he is in no hurry at all with the trade deal with the Chinese. He is considering postponing the deal until after the presidential election. There is a good chance that even more import tariffs on imports from China will come into effect on 15 December. These are all issues that have a negative impact on world trade. The German economy is very dependent on world trade for their exports. Reason to sell this DAX ETF.
In total 2 purchases. The last one on 30-10-2018. 2 reasons for sale. 1. The goal (12.5%) has almost been achieved. For reason 2, see below when selling the AEX ETF.