Two stocks are being added to the watchlist for positioning!
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In the Traderfox model portfolio, we currently have a cash ratio of slightly over 50%. The reason is that while there are attractive valuations in the German stock market, most stocks are trapped in multi-year corrections. A good example is the IT service provider Bechtle. The stock has been correcting since the end of 2021 (!). This aligns with a stagnating German economy. Consequently, the DAX and MDAX have been moving sideways for a year. The rally is taking place in only a few individual stocks and, in the past, in AI stocks. With 2G Energy...
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