General Mills $GIS (+1,36 %) (fair-favorable, interesting)

Wal-Mart de Mexico $WALMEX* (-1,71 %) (downtrend - weak peso?)

P&G $PG (+0,21 %)

Costco $COST (+0,57 %)

Church & Dwight $CHD (+0,75 %) (very expensive - silent expansion underway? see German website)

Pepsi $PEP (+0,54 %)

Monster $MNST (-1,56 %)

Coca Consol $COKE (+0 %)

Lotus Bakeries $LOTB (-1,57 %)

Mondelez $MDLZ (+0,53 %)

Hershey $HSY (+2,34 %)

Most of them are still "very" expensive in my opinion, despite the current price declines.

I would be interested to know which are your favorites for a long-term investment?

Hello, I am thinking about restructuring my portfolio, which in my opinion is very unbalanced, with a view to the future. I'm thinking of an investment horizon of around 15-20 years.

I would like to structure the core of my portfolio with the help of 60% #etfs with the help of

• $VWRL (+1,05 %) 30%
• $CSPX (+1,57 %) 30%

In addition, around 5% of my postage portfolio is to be #crypto above all $BTC (-0,15 %) consist of

I invest the remaining 35% in individual stocks.

• Technology sector 8%
• Thought of $MSFT (+1,46 %) , $GOOGL (+2,63 %) , $AMZN (+2,62 %) , $SAP (+0,1 %) ,$NVDA (+1,78 %) in approximately equal parts
• Healthcare sector 4%
• Something like $JNJ (+0,7 %) , $NOVN (-1,04 %) , $NOVO B (-3,05 %) but I'm not quite sure here yet, I want to read up on it in more detail
• Consumer sector 6%
• Thought of $COKE (+0 %) , $1810 (+2,59 %)
  $PG (+0,21 %) but not sure yet either
• Industrial sector 5%
• Something like $6501 (+1,84 %)
  $SIE (+1,93 %)
• 
  Energy sector 7%
• $SHEL (+1,31 %) , $ENR (+1,94 %)
• 
  Financial sector
• $ALV (-4,06 %) and $NU (+3,9 %)

I currently have a monthly savings rate of 400-500 euros in addition to my studies and would divide this up accordingly and put it into a #sparplan and put it into a savings account.

What do you think of the weighting and do you have any tips, especially in the health sector?

Brief feedback is very welcome

#stockanalysis
#portfolio

What is the difference between $KO (-0,57 %) and the other cola $COKE (+0 %) ?

Good morning,

I haven't had any individual stocks in the last 10 years, but have now decided to invest in 10 stocks again. I have already chosen 9 of them, one is still missing. Perhaps someone can give me a tip.

I have the following criteria:

-No tech, I have enough of that already

-If possible, no USA. But this is not an exclusion

-Dividend doesn't matter

-Investment horizon > 10 years

Here are the 9:

$LOTB (-1,57 %)

$CTAS (+0,66 %)

$LIN (+1,08 %)

$8001 (+1,68 %)

$RMS (+0,68 %)

$LMT (+1,32 %)

$V (+1,23 %)

$BRK.B (-0,14 %)

$BLK

If there are any concerns about the nine, I will gladly take some out again

Update: @RealMichaelScott Someone has asked in the comments for the reasoning behind my selection so far. I'd like to answer that here:

There are a few more smart criteria that fit my preferences and gut feeling. These would be:

I like stocks with long-phase linear growth, see $CTAS (+0,66 %) in the last 12 months and $8001 (+1,68 %) . $LOTB (-1,57 %) is one of the best stocks in the world in my opinion. Exponential growth will certainly turn around at some point, but I don't like cyclicals. I also value positive free cash flow. I am not interested in P/E ratios (for whatever reason). Another reason is diversity with the 10 stocks, I'm not sure yet. $LIN (+1,08 %) was and would still be the only DAX stock that makes it to me. I would have gladly done without Armor, but unfortunately it will be part of the next 10 years, so $LMT (+1,32 %) . I'm also looking for stocks that closed 2020 and 2022 on a positive note.

$BRK.B (-0,14 %) is somehow part of such a portfolio:-), I'm not sure about $V (+1,23 %) I'm not sure about. Thanks for the suggestions on medicine+health, that's definitely still missing. I still have doubts about energy. Due to the climate problem, I don't know where the journey will take us.

Update 2: Thanks for all the good suggestions. I took advantage of the bad weather and the window day today and have now made my decision:

$BLK (+1,47 %) flies out again, $V (+1,23 %) stays

Instead there are 2 new ones from your suggestions:

$CAT (+1,85 %) and $NOVO B (-3,05 %)

So it looks like this:

$LOTB (-1,57 %)

$CTAS (+0,66 %)

$LIN (+1,08 %)

$8001 (+1,68 %)

$RMS (+0,68 %)

$LMT (+1,32 %)

$V (+1,23 %)

$BRK.B (-0,14 %)

$CAT (+1,85 %)

$NOVO B (-3,05 %)

I did a backtest from 1.1.2020, all equally weighted

Average annual return: 24.32%

Total return approx. twice as high as the S&P ETF $CSPX (+1,57 %)

In the difficult years 2020 and 2022 each over 13% plus

10k became 28.5k with dividends in the 4.5 years

Nice linear progression over the entire term:

But unfortunately: forecasts are difficult, especially when they concern the future!

Update 3 (17.04.2025):

After 6 months I have now found an entry point. There are now 12 stocks, 6 USA, 6 EUR, no tech.

$LOTB (-1,57 %)

$ALV (-4,06 %)

$SAN (-0,65 %)

$RMS (+0,68 %)

$NSRGY (-1,27 %)

$LIN (+1,08 %)

$COKE (+0 %)

$V (+1,23 %)

$BRK.B (-0,14 %)

$MCD (-0,98 %)

$WM (+0,08 %)

$CTAS (+0,66 %)