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Originally Posted by CroFlames
I have some cash and am looking for the next thing.
I was thinking about European defense stocks given the political climate, but Rheinmetall (for example) is already at its all-time peak. Thinking maybe Saab and Airbus.
Any other ideas or industries?
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It feels like the boat has already been missed on most of the other alternatives. Every alternative I've looked into has been massively run up in the past two months. (Like dividend and/or European stocks.) For curiosity, I just checked Saab... up 61% over the past 70 days!
Quote:
Originally Posted by Shazam
HXS performed exactly the same as VFV during 2020, if you're wondering how a swap based ETF would fare during a black swan event.
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I am not familiar with these swap ETFs. They look interesting, but the fees on these seem quite steep, like 0.9%. Do you really save enough on the taxes on your dividends to justify that, or am I missing something?