Enclosed my portfolio update
In general, consumer spending in America seems to be slowly weakening in the 4th quarter.
The retailer Walmart $WMT (+2,79 %) and others like $LOW (+0,35 %) cyclical stocks like Deere $DE (+2,43 %) 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 (+0,94 %) to establish.
Nice hit today with Baidu $9888 (-3,15 %) 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.