I would like to include some automotive company stocks in my portfolio, but I don't really understand the sector and it's a sector I need to find out more about. However, I'm trying to follow it somehow and so far I think I like the stocks $VWA.BR, P911, $TSLA and $NIO the most.
Investors, which auto stocks are in your portfolio and why? Alternatively, you can vote in the poll.
Osobista opinia członka społeczności, nie rekomendacja inwestycyjna. Zasady społeczności
So I bought a couple of $VOW3.DE even though their corporate bureaucracy irritates me so I'm expecting an announcement about advances in batteries that will kick them up a notch. I have a pretty big position in QS but their relationship with VW worries me a bit. There is a not insignificant possibility of VW skimming the cream and QS facing high costs and further dilution. So in the short term VW could grow more.
So this may be very interesting if they are expecting advances in batteries. I'm considering them too, because again I like how many brands they represent in them and now this information from you with the batteries. 🤔
Can I ask what attracts you to automotive? For me, it's an uninvestable sector and I'm glad I only speculatively tried it out thanks to a very good bargain pandemic buy and I'm not going back there ever again.
It seems to me that these car companies can still move forward and if a car company succeeds significantly with electric cars now, it could be very successful. Of course, it's possible that this is bullshit and I'll get burned on it. But even if I get burned, I'll be glad for it. If I bought any car company stock, I'd be buying for small money anyway.
Filip said it perfectly, a blast! Otherwise for me I just have the same thing, I don't understand cars and I was also looking for an opinion here some time ago and it came out well on just that $VWA.BR and I think Toyota too, in the end I still don't have a car company because I just don't understand it, but I follow the companies you listed and what I like about that VW is how many other brands it incorporates.
Exactly, Philip put it perfectly. Otherwise, I'm glad I don't understand it myself :D
Philip wrote it very well. I lean more towards the more traditional ones. Volkswagen has some problems, but I still trust it. I think it's the best value for money. Porsche is doing very well. I'd say nothing will go wrong if they continue in the same vein.
Great, I agree. So maybe I'll add one newer one and one more traditional one to my portfolio :)
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