Wal-Mart Mexico

$WALMEX* (-1,06 %)
$WMT (+2,12 %) Why did Walmart Mexico crash like this? I can't find any information about it.

I will soon have some money available to invest again, which I would like to use for additional purchases.

First and foremost, I want to further expand my ETF positions.

I would particularly like to buy more of my individual stocks at the moment:

• Canadian National Railway $CNR (+1,36 %)
• 
  Nestlé $NESN (+0,86 %)
• 
  PepsiCo $PEP (-0,66 %)
• 
  Daikin Industries $6367 (-0,21 %)
• 
  Walmart de Mexico $WALMEX* (-1,06 %)

These are all long-term positions in my portfolio, which I think are currently valued quite favorably.

What do you think of these 5 companies?

I am grateful for any input!

Your Burner

Depot update:

I have again exchanged a few of my 45 long-term individual positions for stocks that I simply feel more comfortable with for the next few years.

Once again, a brief summary of my strategy:

1) I want to bring the two large ETF positions to 25% weighting each, as the core of the portfolio.

2) I would like to hold and save the 45 individual positions for the long term, as I consider them to be good buy & hold investments that have the potential to beat the market in the long term.

3) I would like to hold cryptos at a weighting of around 5%. If the weighting exceeds 10%, I halve it again and invest the money freed up in equities.

Considerations/plans:

- Additional purchases are planned for positions that are not yet as large for me, for example. $NOC (-0,59 %) I would like each position to be at least €600

• Also bid $V (+0,73 %)
  $CNR (+1,36 %) and $WALMEX* (-1,06 %) are currently offering me good opportunities for additional purchases
• I am currently considering "only" weighting the two ETFs with 20% each and also adding the $CSNDX (+1,31 %) with a 10% weighting... But I don't think I will do that, the heavyweights from the Nasdaq 100 are already well weighted in my portfolio anyway

What do you think about the portfolio, what would you change?

PS: I'm not actively looking to collect a lot of dividends and I'm aware of the high number of individual stocks, so I can live with that.