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Below my transactions (older than 1 month) from group F: info
ETF provider: iShares (BlackRock)
Ticker: IDVY
ISIN: IE00B0M62S72
Currency: EURO
Exchange: Euronext Amsterdam
Banks and oil companies in these ETFs provide a significant drop. But all companies in this ETF are quite large in size and chosen for the dividends they pay. That goes well come back again. moreover, about half of the companies have nothing to do with oil or the financial sector.
ETF provider: Lyxor (Societe Generale)
Ticker: AUT
ISIN: FR0010344630
Exchange: Euronext Parijs
I have several reasons welcomed the European car industry. The Japs have lost the battle innovation by smaller budgets. The high yen also makes exporting difficult for them. Far too old cars that need to be replaced by the crisis last drove. beat European brand name and the quality of other brands in the rapidly growing Asian market. Mercedes is betting heavily on electric cars and China. Let Daimler now represent almost 30% of this ETF.
Ticker: TNO
ISIN: FR0010344796
Still a sector with huge growth potential. The demand for this technology will only increase. Acquisitions are certainly expected by low interest rates. Also repurchases by low interest rates. The chance of a new technology with great growth potential is always present.
Ticker: FIN
ISIN: FR0010345363
This ETF include grants and partly the financial sector in London. United Kingdom and Gibraltar European Union membership referendum falls by chance. Converting scholarships were low in the past six years. But if the British referendum passes all that well come.
Ticker: BNK
ISIN: FR0010345371
Yields on German government bonds to fall further. At the moment when investors hear "low interest" is one dump banking shares. But the flight into German government bonds now has everything to do with anxiety United Kingdom and Gibraltar European Union membership referendum. Mario Draghi last week called on governments to do more by including beleastingverlagingen. That's a first for aanzetje helicopter money in the EU. Also proof that the ECB does not dare to further cut interest rates. We stuck with the interest so near the bottom. Then the chances are that therefore the bank stocks are at a bottom.
Decent falls yesterday and today. So time for careful what to buy. These ETFs are 30 large European companies selected on the dividend is paid. More than 4% dividend per annum is expected. Now I'm not an investor going for the dividend. But shares of large companies with high dividend are always on course, yet always attract investors because of the dividend. So this dip but just used to buy some.
The banks remain sensitive to low interest rates. Low interest rates affect the earning potential that is the idea. This is partially true. But banks also deserve a lot of other things their money. Today a decline because they do not expect any rate hike in the US in June. Now, European banks have not been a lot to do but the word is enough interest to sell some apparently. The lower interest rates on German bonds fall will have deployed today. I do not expect the ECB will set interest rates even lower. The opposition to this folly has grown too large. In short, much worse for the banks can not go. And the stock market works like this; it can not be worse than it will soon be better.
Target reached and tapped.
Today, as a dip in the price. The Spanish bank Banco Popular is in some trouble. So everyone starts whining again about all the banks in Europe. But one bank has overplayed his hand that is no reason to dump shares of all banks in Europe. There is not much need to show a sense of Lehman investors. Not justified because the banks are simply much better at this time. The price of this ETF will soon recover.