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MrBatch
Posted: 19 February 2025 22:56:52(UTC)
#12

Joined: 22/02/2021(UTC)
Posts: 234
This etf has high finance % and boats quality value and momentum investing approach - USA only though so omitting global players like hsbc

https://www.justetf.com/...n=IE00BDZCKK11#overview

Any thoughts
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Thrugelmir
Posted: 19 February 2025 23:22:59(UTC)
#8

Joined: 01/06/2012(UTC)
Posts: 5,317

Thanks: 3253 times
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Ian Eccles;334849 wrote:
: The Supreme Court has rejected Rachel Reeves’s attempt to intervene in the car finance scandal, dealing a blow to banks but a boost to millions of drivers.
_
The above is in todays paper, we will see if the banks come under pressure this morning following the news.


Potentially going to open a can of worms. Numerous types of deferred financing arrangements involve commission. Some lenders may simply walk as a result. Too much trouble to be worth doing certain lines of business.
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3 users thanked Thrugelmir for this post.
Ian Eccles on 20/02/2025(UTC), Johan De Silva on 02/03/2025(UTC), ANDREW FOSTER on 02/03/2025(UTC)
Johan De Silva
Posted: 21 February 2025 08:27:15(UTC)
#13

Joined: 22/07/2019(UTC)
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Boom on STAN today up 5% on buybacks.... going to rotate these into HSBC for the in-laws account and stay more global. Financials more than making up for the disappointment in infra.

What upside is left in large caps I suspect wont now be as rapid so for my own account I am going down the market cap size and into private equity and other financial services outside of banks that benefit from higher more normal rates.
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2 users thanked Johan De Silva for this post.
Ian Eccles on 21/02/2025(UTC), Newbie on 21/02/2025(UTC)
Johan De Silva
Posted: 02 March 2025 09:17:19(UTC)
#14

Joined: 22/07/2019(UTC)
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Hi William

Quick update.... Although it is impossible to predict the market peak, it may be wise to fade some of the outperformance as STAN currently trades near a price-to-earnings ratio close to JPMorgan Chase.

BARC and HSBC, with much lower valuations, might have more upside potential. However, it is prudent to fade these as well and avoid getting too greedy...

Instead, consider investing in the financials index XWFS, which could significantly reduce the risk while still participating in the trend and capturing new growth opportunities in the financial sector, such as insurance and services.

Let us know what you do.
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Sheerman on 02/03/2025(UTC)
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