... In my opinion, this is not the ideal time to buy, but some stocks, especially in the more defensive area, are comparatively attractive for me right now, especially as they can also be a defensive anchor if tech should correct again. As far as tech is concerned, I'm waiting for that.

Today I have:

$WM (+1,21 %)
$RSG (+0,66 %)
$PG (+0,33 %)
$COKE (+2,74 %)
$KO (+0,69 %)
$LIN (-1 %)
$CSL (-0,46 %)
$NEE (+2,67 %)
$DB1 (-1,84 %)
$DTE (-0,22 %)
$COST (-0,5 %) bought

all about the same amount... Linde a little more, Carlisle a little less...

General Mills $GIS (-0,47 %) (fair-favorable, interesting)

Wal-Mart de Mexico $WALMEX* (+0 %) (downtrend - weak peso?)

P&G $PG (+0,33 %)

Costco $COST (-0,5 %)

Church & Dwight $CHD (-0,3 %) (very expensive - silent expansion underway? see German website)

Pepsi $PEP (+0,43 %)

Monster $MNST (-0,38 %)

Coca Consol $COKE (+2,74 %)

Lotus Bakeries $LOTB (-1,25 %)

Mondelez $MDLZ (+1,15 %)

Hershey $HSY (+1,86 %)

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 (+0,43 %) 30%
• $CSPX (+0,3 %) 30%

In addition, around 5% of my postage portfolio is to be #crypto above all $BTC (+2,51 %) consist of

I invest the remaining 35% in individual stocks.

• Technology sector 8%
• Thought of $MSFT (+0,64 %) , $GOOGL (-0,45 %) , $AMZN (-0,21 %) , $SAP (-0,73 %) ,$NVDA (-0,25 %) in approximately equal parts
• Healthcare sector 4%
• Something like $JNJ (+1,69 %) , $NOVN (+1,34 %) , $NOVO B (+0,85 %) but I'm not quite sure here yet, I want to read up on it in more detail
• Consumer sector 6%
• Thought of $COKE (+2,74 %) , $1810 (-0,61 %)
  $PG (+0,33 %) but not sure yet either
• Industrial sector 5%
• Something like $6501 (+5,77 %)
  $SIE (-0,11 %)
• 
  Energy sector 7%
• $SHEL (+1,73 %) , $ENR (-1,99 %)
• 
  Financial sector
• $ALV (-0,25 %) and $NU (-0,05 %)

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 (+0,69 %) and the other cola $COKE (+2,74 %) ?