The markets remain volatile and in times of crisis many investors look for stable investments. But which sectors and companies have historically proven to be particularly resilient or could even benefit?

Consumer staples - products that will always be needed

Companies such as Procter & Gamble $PG (+0.21%) Nestlé $NESN (+2.69%) or Coca-Cola $KO (+0.93%) benefit from their strong market position and stable cash flows. People are always buying household products, food and beverages.

Healthcare sector - crisis-resistant growth stocks

Companies such as Johnson & Johnson $JNJ (+0.29%) , Eli Lilly $LLY (-5.26%) or Novo Nordisk $NOVO B (-1.34%) supply medicines and treatments that are in demand regardless of the economic situation. There is a particular focus on the boom in diabetes and obesity therapies.

Providers - Stable income through basic care

Companies such as NextEra Energy $NEE (+3.4%) Duke Energy $DUK (+1.13%) or Southern Company $SO (+2.55%) are benefiting from the constant demand for electricity and water. Renewable energies are also playing an increasingly important role.

Commodities & gold - hedging against inflation & uncertainty

Gold mining companies such as Barrick Gold $ABX (+0.53%) or Newmont $NEM (-0.78%) often benefit in times of economic uncertainty, as investors flee to gold as protection against crises.

Defense & Armaments - Profiteers of geopolitical tensions

Rising military spending worldwide makes companies such as Lockheed Martin $LMT (+2.14%) or Northrop Grumman $NOC (+1.41%) into potential winners of long-term conflicts and global uncertainties.

This is just a small selection of companies. But hopefully it gives a small insight into the interesting crisis-proof sectors.

Defensive investors could now focus on consumer staples, healthcare and utilities for long-term stability. Opportunity-oriented investors could look to commodities, gold or defense if geopolitical tensions continue to rise.

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Hello everyone,

how do you see the technological strengths/weaknesses of European armor values, such as $RHM (-6.84%) , $LDO (-8.27%) , $BA. (-4.92%)
$AIR (-1.71%) in direct comparison and in comparison to American counterparts like $LMT (+2.14%) ?

Do we Europeans have any chance at all of keeping up? Where are we perhaps even pioneers? What is missing?

Open discussion

The second month of 2025 is already over. Time is flying by again at breakneck speed and one event or statement follows the next this year. It's crazy what's going on at the moment and at the same time the market is somehow saying "I don't care".

Up down, up down, the markets are becoming more volatile and yet, or precisely because of this, my February was almost at +/-0.

But one thing at a time.

In February I achieved a plus of 0.8%. With my portfolio size, this corresponds to a value of almost €900. Not particularly good compared to the Dax (+3.77%), but still very respectable compared to the HSBC MSCI World (-2.49%).

Unfortunately, things do not look any better over the year (YTD).

The Dax is running away with 13.3%, while the MSCI World is bobbing along at 1.6%. Here, too, I was at least able to beat the World, but I still lag miles behind the DAX.

Overall, however, I am still very satisfied. As I don't have a lot of tech in my portfolio and my stocks are (mostly) rather stable, there is often no outperformance of the stocks and if there is, it is only marginal.

My high and low performers in February were (top 3):

$HSY (+2.34%) Hershey +15.63%

$T (+1.29%) AT&T +14.07%

$NESN (+2.69%) Nestle +13.10%

$ADM (+2.76%) Archer Daniels -8.57%

$UNH (+1.38%) United Health -13.16%

$TSLA (-1.09%) Tesla -27.59%

Dividends:

In February, I received a net €123.62 from a total of 10 distributions.

Compared to February 2024 (€99.26), this was an increase of 24.54%

Investments:

Due to the construction work on the house last year, the focus continues to be on building up the nest egg and saving up a "leisure account" again, as everything was really used up completely last year and only the custody account remained.

The savings plans will of course continue unabated, but individual investments are probably not possible for the time being.

Purchases and sales:

I have parted with Mercedes ( $MBG (-1.56%) ) and Medical Properties ( $MPW (+4.65%) ).

I then added to Lockheed Martin ( $LMT (+2.14%) ), Hershey ( $HSY (+2.34%) ) and Petroleo Brasileiro ( $PETR4 (+0.12%) ).

My savings plans remain unchanged, but it is quite possible that I will stop them for the time being in order to build up investment cash again.

Savings plans (350€ in total):

• Realty ($O (+1.39%) )
• STAG Industrial ($STAG (+0.15%) )
• Gladstone Invest ($GAIN (+1.3%) )
• Hercules Capital ($HTGC (+1.51%) )
• Cintas ($CTAS (+0.77%) )
• LVMH ($MC (-2.24%) )
• Monster Beverage ($MNST (-0.08%) )
• Microsoft ($MSFT (-1.69%) )

Goals 2025:

My goal is to have €130,000 in my portfolio at the end of the year. The goal is to be achieved by reinvesting the dividend, making payments and, of course, increasing the share price. The share price increase is of course impossible to predict in any way, so the motto is: if the share price falls or does not rise enough, more cash is needed.

This comes from selling useless stuff on eBay, additional income from e.g. "neighborhood help" etc. The worse the share price, the more additional cash has to be raised.

Target achievement at the end of February 2025: 37.41%

So I'm on the right track (so far). I'm curious to see what else will happen in 2025 and hope that the crash, which seems to be getting closer and closer, will take a little longer (so that I can continue to accumulate cash).

How was your February? Are you happy so far? I think that, due to the volatility, the portfolios in February are far more spread out than they were in January or even at the end of last year.

To promote the learning effect:

Take a look at the link in my pinned post to $BATS (+0.17%) . Perfectly run to the zone and could now break out again.

Also in the daily chart $LMT (+2.14%) & $NOC (+1.41%)

But enough from me now, after-work beer is calling 🍻

$LMT (+2.14%)

The U.S. Navy has awarded Lockheed Martin a $383 million contract to develop the next generation Trident II Strategic Weapons System (SWS) D5 missile to continue the U.S. strategic deterrent at sea.

Under this amendment to an existing contract, Lockheed Martin will develop the upgraded missile, called Trident II D5 Life Extension 2 (D5LE2), the company writes. The integrated, modernized missile will be carried aboard the Columbia-class ballistic missile submarines to keep the strategic weapon system in service until 2084, according to a statement from Lockheed Martin.

"The second life extension of the Trident D5 missile will enable the United States and the United Kingdom to maintain their credibility in deterring evolving threats under the Polaris Distribution Agreement," Jerry Mamrol, Vice President of Fleet Ballistic Missiles at Lockheed Martin, is quoted as saying in the statement

The D5 missile, built and modernized by Lockheed Martin for the Navy, is reportedly the most advanced ballistic missile in the world and is currently aboard the Ohio-class submarines of the United States and the Vanguard-class submarines of the United Kingdom. This year, Lockheed Martin is celebrating 70 years of supporting the Navy in the development and maintenance of missiles that form the backbone of U.S. sea-based deterrence through the company's Fleet Ballistic Missiles (FBM) program.

Lockheed Martin is also beginning construction of an approximately 21,000-square-foot facility in Titusville, Florida, to manufacture components for the D5LE2 submarine-launched ballistic missile. The new facility will expand Lockheed Martin's presence on Florida's Space Coast and is expected to create approximately 300 highly skilled new jobs, according to the company. The facility is expected to be operational in 2027 to meet the Navy's production needs and support the service for the next 60 years, according to the statement.

The first month of the new year is already over. While the first half of January was characterized by Trump euphoria and rising markets, the second half was much more volatile, particularly due to DeepSeek and its impact on the AI sector.

For me personally, the savings rate was unfortunately somewhat lower due to the issue of house building, as already mentioned at the end of 2024. Currently (and probably also for the coming months) it will therefore only be around €500-700.

I am aware that this is of course still a very high savings rate, but it is significantly lower than the ~€2,000 of recent years.

Also very exciting: In November, I withdrew over €20,000 from my custody account to raise the equity for the bank. Just 2 months later, my custody account is back to the same value of almost €300,000.

But now it's finally time to look at the hard figures:

In total, January was +3,9%. This corresponds to price gains of ~11.000€.

The MSCI World (benchmark) was +3.5% and the S&P500 +2.7%

Winners & losers:

A look at the winners and losers shows an unusual picture in January:

The biggest loser by far is NVIDIA! With price losses of almost €3,000, the emergence of DeepSeek caused substantial losses in the portfolio.

The other losers, on the other hand, are only worth a side note. After NVIDIA, Apple has already lost significantly less with ~€400 losses. The remaining loser stocks then only lost around €200.

On the winners' side at the top with a total of almost €2,000 in price gains is the Meta share. Followed by Bitcoin with €1,500 price gains and 2 other tech stocks: Alphabet with €1,200 and Crowdstrike with €1,000. 5th place goes to Starbucks, also with gains of almost €1,000.

The performance-neutral movements were clearly negative in January, as some of the cash was used to buy the property. The property is of course also an asset, but I would rather focus on liquid assets here.

The performance-neutral movements in relation to my portfolio were ~€600

Dividend:

• The dividends in January were 30% above the previous year at ~€166
• TSMC is in the lead with over 30€ (gross) dividend every 3 months.

Buys & Sells:

• I bought in November for significantly reduced ~600€
• As always, my savings plans were executed:
• Blue ChipsMicrosoft $MSFT (-1.69%) Stryker $SYK (-1.23%) Apple $AAPL (+0.99%) Home Depot $HD (-1.92%) Starbucks $SBUX (+0.16%) Texas Instruments $TXN (+0.29%) Nike $NKE (+0.61%) Novo Nordisk $NOVO B (-1.34%) Lockheed Martin $LMT (+2.14%) LVMH $MC (-2.24%)
• 
  Growth: -
• ETFsMSCI World $XDWD and the WisdomTree Global Quality Dividend Growth $GGRP
• Crypto: Bitcoin $BTC and Ethereum $ETH
• Sales -

YouTube:

In mid-January, I uploaded my first video to YouTube. I am particularly proud of a video explaining my dividend strategy. The video has already reached almost 200 views and a playback time of ~10 hours!

Even though I'm still not really sure what exactly I want to do on YouTube, I really enjoy editing videos and talking about shares.

That's why I created my January portfolio update as a video for the first time. Of course I would love to hear your feedback!

https://youtu.be/SD8ZKVWbUGA

Target 2025

Building a house makes it particularly difficult to formulate a goal this year.

A certain savings rate? Difficult if additional costs are suddenly added

A certain deposit value? Also difficult, as I can't really back this up with my savings rate this year.

Nevertheless, I would formulate the following goal for this year:

Current portfolio balance is €300,000. I would estimate additional investments at ~€15,000. With an average market return of ~7%, that would be price gains of ~€21,000.

This would put my portfolio at €330,000 to €340,000 at the end of 2025.

-> I would therefore aim for a portfolio value of well over €300,000, so that a 2% fluctuation does not lead directly back below €300k.

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