I am still a big fan of Munich Re. The business model is largely crisis-proof, which of course helps against major setbacks and problems in crazy times. In principle, there are no 'goods' that could be subject to any tariffs or similar, nor are there any disrupted supply chains that could lead to the company's own business operations being interrupted. I therefore sleep well with the fact that $MUV2 (-0,44 %) is by far the largest single share in my portfolio at the moment.
It's like a good horse in the stable that's still giving milk 😉😅
