Voor degenen die het gemist hebben. Gewoon even bijna 1500 puntjes gepakt! Dat tikt toch wederom aardig aan hoor.
Strategie is nu om de andere helft (SP500 futures) te laten lopen en dat bij foute visie ik hier alsnog break-even uit kan komen. Mocht het plaatje wat ik voor ogen heb (choppy daling richting onderkant bollinger week) zich verder gaan uitspelen de komende maanden, dan is het schaakmat wat mij betreft en ga ik voor een mooi straatje opties 😉
“There are no bad days in the market. When the market is down, you’ve got bargains, and it’s lovely to think of what you are buying at low prices. When the market is up, the bargains have gone, but you’re rich.” - Bruce Greenwald
2/2 From Sept. to today, $AMZN underperformed $SPY by ~28%.
E-commerce comp worries are not unfounded in the ST, but I wonder whether this "punishment" is also going a bit too far.
Time arbitrage is probably a cliche, but how many are still willing to underperform in the ST?
1/2 In July 2020, one could buy $BRK at near Covid lows even though $SPY almost fully recovered by that time. Buffett wasn't certainly great how he handled Covid, but the punishment went too far.
$BRK- $SPY =~28% since then.