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Below my transactions (older than 1 month) from group G: info
Mission accomplished.
ETF provider: iShares (BlackRock)
Ticker: IYZ
ISIN: US4642877132
Currency: Dollar
Exchange: Nyse Arca
Despite the fact that the biggest growth is behind us, the telecom sector can grow even further. Margins are under pressure, but the huge investments in infrastructure have already been done. Now that the interest rate is still low, there may be acquisitions. That's the reason I buy this ETF. It is more likely that if the big growth is a little out, one chooses to grow further through acquisitions. On acquisitions, the prices of all candidates will increase.
Ticker: IAT
ISIN: US4642887784
Exchange: NYSE Arca
This ETF has fallen today due to the fact that 3 major American banks came with earnings. Those earnings were pretty nice but investors responded disappointed. The major banks had somewhat lower investment results. But the profits from loans were very good. Those 3 big banks are not in this ETF. In this ETF are the regional American banks. These regional banks make profits with loans and not investing. That today has shown that the big banks make more profit on their loans is for me reason to buy this ETF. Due to the increased interest rates in the US, regional banks that make money with loans are likely to have high profits.
ETF provider: Vanguard
Ticker: VDE
ISIN: US92204A3068
A falling oil price is the reason that this ETF drops. At present, the oil price is lower than the break even of the shale oil. Less production of shale oil will restore the price. But there is also something going on in the Middle East. The tension between the countries there rises. The boycott of Qatar. A new leader in Saudi Arabia. This leads to a greater chance of a conflict with Iran. If it comes to a major conflict in the Middle East, the oil price will rise very hard to 100 dollars or even higher.
The last OPEC meeting did not allow for a higher oil price. Despite that, it was decided to maintain the production limit. Trump's proposal to sell some of the US oil stocks also did not go well. Still, I expect higher oil prices in the long term. Rising inflation, attracting economics and the OPEC, who do every effort to get the price higher. More info...
Oil prices are still under pressure. On 25 May, the OPEC will meet again. It is then decided to maintain the production limitation. The oil price can fall a little further until the end of May. But the lower the oil price, the greater the chance that OPEC will limit production. This meeting of OPEC therefore limits the risk of further decline of this ETF. More info...
ETF provider: SPDR ( State Street Global Advisors)
Ticker: XAR
ISIN: US78464A6313
This ETF has risen sharply in recent times. But the tensions in the world are still increasing. More and more countries increase their defense budgets. Most countries have cut back in recent years on the defense budget. Catching up will be necessary. More info...
Today again a further drop in oil prices. Higher inventories and increased production by Saudi Arabia were the cause. These higher inventories are normal just after the winter. But the higher production of Saudi Arabia is strange. It is precisely this major OPEC country that wanted production limitations. If other countries are to follow this example, the oil price may drop quickly. Nevertheless, I expect that they do not let this happen and the OPEC will take action. In the longer term, prices will rise sharply again. Due to the low oil prices of recent years, there is simply too little invested in the search for new oil fields. More info...