A noteworthy trend revealed by the latest Retail Investor
Beat (RIB) report from trading and investment platform eToro, more than one in
four retail investors worldwide are planning to scale back their investments in
the prominent ‘Magnificent 7’ big tech stocks throughout 2024. The survey,
which encompassed insights from 10,000 retail investors across 13 countries,
highlighted a notable shift in investment strategies among respondents.
According to the findings, 27% of retail investors are
intending to reduce their exposure to the Magnificent 7, which includes tech
giants such as Amazon, Apple, Microsoft, Meta, Tesla, Nvidia, and Alphabet. Of
this group, 11% explicitly stated their intention to sell some of their
holdings in these companies to secure profits and diminish their exposure to
these market-leading stocks. An additional 16% expressed plans to decrease the
amount of new capital they allocate to these tech behemoths in the coming
Monaten.
Ben Laidler, eToro’s Global Markets Strategist, Source: LinkedIn
Commenting on the data, eToro’s Global Markets Strategist
Ben Laidler, said: “The much hoped-for cuts in global interest rates are set to
move from hope to reality over the summer as the Fed, ECB, and Bank of England
all take action. This will help to support economies, earnings growth, and
stock market valuations, while driving a major rotation away from the US and
big tech stocks towards more economically sensitive and cheaper areas, like
real estate, small caps, Europe and emerging markets.”
Contrast in Performance and Anticipated Market Shift
The RIB report underscores a contrast to the spectacular
performance witnessed by these seven companies over the previous 14 months,
during which their collective share prices soared by an impressive 90% since
January 2023. The anticipated market shift coincides with expectations of
forthcoming interest rate cuts in 2024, which are anticipated to stimulate a
resurgence in other, more cyclical sectors within the equity market.
Commenting on the findings, a spokesperson from eToro festgestellt:
“As our latest Retail Investor Beat data illustrates, a significant number
of retail investors want to get ahead of this trend by adapting their
portfolios accordingly while also locking in some profits from the Magnificent
7 juggernauts.”
Investment Strategy Adjustments Amid Economic Evolution
The survey further revealed that a majority of global Einzelhandel
Investoren are adjusting their investment strategies in response to the evolving
economic landscape, with 53% planning to rebalance their portfolios ahead of
predicted rate cuts and potential market rotations. Notably, younger investors
appear to be leading this charge, with 71% of investors aged 18-34 indicating
they have already adjusted or plan to rebalance their portfolios, compared to
only 37% of those over 55.
Among those intending to rebalance their portfolios, the
most common adjustment to asset allocation is an increase in equity investments
(48%), followed by reducing cash holdings (36%).
While a notable portion of investors is poised to scale back
investments in big tech in 2024, the data also reveals that many remain
steadfast in their commitment to the sector. Approximately 23% of respondents
indicated they plan to invest more in the Magnificent 7 this year compared to
last, with an additional 34% intending to maintain their current allocation to
these stocks.
Furthermore, when asked about their investment priorities
for 2024, global retail investors showed a strong inclination towards the
technology sector (18%), followed by Revolution services (12%). Notably, the
survey highlighted a growing interest in AI-related stocks, with the percentage
of investors holding such stocks increasing from 27% to 31% in the first
Viertel von 2024.
A noteworthy trend revealed by the latest Retail Investor
Beat (RIB) report from trading and investment platform eToro, more than one in
four retail investors worldwide are planning to scale back their investments in
the prominent ‘Magnificent 7’ big tech stocks throughout 2024. The survey,
which encompassed insights from 10,000 retail investors across 13 countries,
highlighted a notable shift in investment strategies among respondents.
According to the findings, 27% of retail investors are
intending to reduce their exposure to the Magnificent 7, which includes tech
giants such as Amazon, Apple, Microsoft, Meta, Tesla, Nvidia, and Alphabet. Of
this group, 11% explicitly stated their intention to sell some of their
holdings in these companies to secure profits and diminish their exposure to
these market-leading stocks. An additional 16% expressed plans to decrease the
amount of new capital they allocate to these tech behemoths in the coming
Monaten.
Ben Laidler, eToro’s Global Markets Strategist, Source: LinkedIn
Commenting on the data, eToro’s Global Markets Strategist
Ben Laidler, said: “The much hoped-for cuts in global interest rates are set to
move from hope to reality over the summer as the Fed, ECB, and Bank of England
all take action. This will help to support economies, earnings growth, and
stock market valuations, while driving a major rotation away from the US and
big tech stocks towards more economically sensitive and cheaper areas, like
real estate, small caps, Europe and emerging markets.”
Contrast in Performance and Anticipated Market Shift
The RIB report underscores a contrast to the spectacular
performance witnessed by these seven companies over the previous 14 months,
during which their collective share prices soared by an impressive 90% since
January 2023. The anticipated market shift coincides with expectations of
forthcoming interest rate cuts in 2024, which are anticipated to stimulate a
resurgence in other, more cyclical sectors within the equity market.
Commenting on the findings, a spokesperson from eToro festgestellt:
“As our latest Retail Investor Beat data illustrates, a significant number
of retail investors want to get ahead of this trend by adapting their
portfolios accordingly while also locking in some profits from the Magnificent
7 juggernauts.”
Investment Strategy Adjustments Amid Economic Evolution
The survey further revealed that a majority of global Einzelhandel
Investoren are adjusting their investment strategies in response to the evolving
economic landscape, with 53% planning to rebalance their portfolios ahead of
predicted rate cuts and potential market rotations. Notably, younger investors
appear to be leading this charge, with 71% of investors aged 18-34 indicating
they have already adjusted or plan to rebalance their portfolios, compared to
only 37% of those over 55.
Among those intending to rebalance their portfolios, the
most common adjustment to asset allocation is an increase in equity investments
(48%), followed by reducing cash holdings (36%).
While a notable portion of investors is poised to scale back
investments in big tech in 2024, the data also reveals that many remain
steadfast in their commitment to the sector. Approximately 23% of respondents
indicated they plan to invest more in the Magnificent 7 this year compared to
last, with an additional 34% intending to maintain their current allocation to
these stocks.
Furthermore, when asked about their investment priorities
for 2024, global retail investors showed a strong inclination towards the
technology sector (18%), followed by Revolution services (12%). Notably, the
survey highlighted a growing interest in AI-related stocks, with the percentage
of investors holding such stocks increasing from 27% to 31% in the first
Viertel von 2024.
- SEO-gestützte Content- und PR-Distribution. Holen Sie sich noch heute Verstärkung.
- PlatoData.Network Vertikale generative KI. Motiviere dich selbst. Hier zugreifen.
- PlatoAiStream. Web3-Intelligenz. Wissen verstärkt. Hier zugreifen.
- PlatoESG. Kohlenstoff, CleanTech, Energie, Umwelt, Solar, Abfallwirtschaft. Hier zugreifen.
- PlatoHealth. Informationen zu Biotechnologie und klinischen Studien. Hier zugreifen.
- Quelle: https://www.financemagnates.com//forex/27-of-retail-investors-shift-away-from-big-tech-giants-etoro-survey-reveals/
