January is off to a strong start with some strategic moves in my portfolio. Here are the details:

✅ Strategic sale $CSCO (-0,22 %)

• Cisco Systems I sold my Cisco shares to free up capital and seize a more promising opportunity.

🚀 Ambitious new purchase $MPWR (+1,67 %)

• Monolithic Power With Cisco's cash, I invested in this semiconductor nugget. I'm aiming for stronger growth and a booming sector.

📈 Buying to diversify $MSE (-0,23 %)
$CSNDX (+1,32 %)
$VHYL (-0,22 %)
$IGLN (-0,2 %)

• ETF I'd like to invest in the following ETFs: Amundi EURO STOXX 50, iShares NASDAQ 100, Vanguard FTSE High Dividend, and even a little gold with iShares Physical Gold.

• Equities Zoetis (animal health) and Novo Nordisk (pharmaceuticals), to strengthen the health sector in my portfolio. $ZTS (+1,32 %)

• Gaztransport & Technigaz a strategic addition to my energy portfolio. $GTT (+1,12 %)

• 💎 Crypto always present $BTC (+1,15 %)
  $ETH (+2,01 %)
• 
  Bitcoin & Ethereum : a few purchases to stay exposed to blockchain.
• Bonus: I've even received awards in ETH, that's fun!

🔥 In a nutshell

January was rich in movement : sales, purchases, crypto and diversification all the way.

Objective 2026: growth, innovation and a portfolio on the move! 🚀

• 🧬 ASM International - Technology / Semiconductors $ASM (+0,15 %)
• 
  🪙 iShares Physical Gold ETC - Precious metals / Hedging $IGLN (-0,2 %)
• 
  💻 iShares NASDAQ 100 ETF - US index / Growth $CSNDX (+1,32 %)
• 
  🧠 Atoss Software - Software / SaaS $AOF (-1,85 %)
• 
  🇪🇺 Amundi EURO STOXX 50 II ETF - European index / Stability $MSE (-0,23 %)
• 
  🌍 Vanguard FTSE All-World High Dividend Yield ETF D - Global Dividend $VHYL (-0,22 %)
• 
  ₿ Bitcoin - Crypto / Diversification $BTC (+1,15 %)
• 
  🧩 Ethereum - Crypto / Innovation & Web3 $ETH (+2,01 %)
• 
  📊 S&P Global (SPGI) - Financial data / Ratings / Indices $SPGI (+0,81 %)

💼 Equities & ETFs

• 🏭 R3N (French SME) → small caps reinforcement 🇫🇷 (PEA-PME)
• 🌍 Amundi EURO STOXX 50 II ETF → more exposure to European leaders $MSE (-0,23 %)
• 
  💰 Vanguard FTSE All-World High Dividend ETF → total return boost $VHYL (-0,22 %)
• 
  💻 iShares NASDAQ 100 ETF → tech remains my core 🔥 $CSNDX (+1,32 %)
• 
  🔌 Cisco Systems → double entry on US tech $CSCO (-0,22 %)
• 
  🧴 Coca-Cola → solid defensive value for dividends 🥤$KO (-0,08 %)
• 
  🧬 Zoetis → addition in the animal health sector 💊 $ZTS (+1,32 %)
• 
  🏦 S&P Global → diversification into premium finance 💼 $SPGI (+0,81 %)
• 
  ✈️ Booking Holdings → light position in high-end tourism 🌴 $BKNG (+0,57 %)

🪙 Crypto & Metals

• ₿ Bitcoin → small, quiet DCA $BTC (+1,15 %)
• 
  Ξ Ethereum → always faithful to the blockchain $BTC (+1,15 %)
• 
  🪙 iShares Physical Gold ETC → a little gold for balance 💎 $IGLN (-0,2 %)

💼 Sale

• ⚙️ Carpenter Tech → taking gains on beautiful perf 📈 $CRS (+0,36 %)