Сигналы
2
u/Southern-Equal-6014
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-1.2%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
28 авг
$82.95
-1.4%
10-year notes offer a P/E equivalent of 21.1, and 3-month T-bills offer 26.31. Bonds provide a better or comparable earnings yield to the S&P 500 but with significantly lower risk. Shift allocation into bonds to capture yield while avoiding US equity downside. Persistent high inflation could erode real returns on fixed income.
10-year notes offer a P/E equivalent of 21.1, and 3-month T-bills offer 26.31. Bonds provide a better or comparable earnings yield to the S&P 500 but with significantly lower risk. Shift allocation into bonds to capture yield while avoiding US equity downside. Persistent high inflation could erode real returns on fixed income.
Облигации и ставки
Лонг
28 авг
$87.67
-1.0%
US equities and even US value funds are trading at elevated P/E ratios. International markets offer better relative value compared to the overvalued US domestic market. Allocate capital to international equity funds for better value. Global macroeconomic slowdown could drag down international equities regardless of valuation.
US equities and even US value funds are trading at elevated P/E ratios. International markets offer better relative value compared to the overvalued US domestic market. Allocate capital to international equity funds for better value. Global macroeconomic slowdown could drag down international equities regardless of valuation.
Фондовые индексы
Показано 2 из 2 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/Southern-Equal-6014 на Buzzberg отслеживается 2 торговых идей по 2 тикерам с августа 2026. Чаще всего покрывает: VXUS, TLT.
