What Did You Buy Today?

[fenders53]

(01-14-2021, 06:28 PM)vbin Wrote: Has anyone done analysis on what sectors are over valued ( tech, ev) and what are undervalued right now? I want to reshuffle. ( Contrarian, be fearful and greedy, all that stuff)

Energy is still undervalued but I have huge exposure to it.
What about REITs? Any good REITS?
UTEs been correcting but is the sector undervalued now?
Finance(is it still under valued?)

Will appriciate some thoughts here? May be it deserves a new thread?

Valuation will always be more subjective then we wish.  Energy is undervalued vs a decade ago.  Most REITs are undervalued vs just a few years ago.  Are they overvalued vs where they should be in 2022 or 2025? The reverse for tech.  Certain sectors of tech are clearly extremely overvalued vs most any past metric. That can continue for years in a bull market.  The market can decide to never use old valuation metrics again if it collectively chooses to.  I don't expect that but it's possible.