11Lun·

Enclosed my portfolio update


In general, consumer spending in America seems to be slowly weakening in the 4th quarter.

The retailer Walmart $WMT (+1,27 %) and others like $LOW (+1,32 %) cyclical stocks like Deere $DE (-0,47 %) are reporting a worse outlook.


Stay true to the strategy of adding tech with Ki Phantasie, gold, crypto and safe investments like Mc Doof $MCD (+0,2 %) to establish.


Nice hit today with Baidu $9888 (+0,19 %) They have reported good figures and are also stepping on the gas in the AI sector.

There is a lot going on 🔥🔥🔥🔥


+9 % since the beginning of the year


Not outstanding, but solid. Unfortunately, I didn't take advantage of the rally in NVidia, Microsoft and Co.


https://www.wikifolio.com/de/de/w/wf66zzzzzz

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