... In my opinion, this is not the ideal time to buy, but some stocks, especially in the more defensive area, are comparatively attractive for me right now, especially as they can also be a defensive anchor if tech should correct again. As far as tech is concerned, I'm waiting for that.

Today I have:

$WM (+1,31 %)
$RSG (+0,7 %)
$PG (+0,37 %)
$COKE (+2,74 %)
$KO (+0,82 %)
$LIN (-0,92 %)
$CSL (-0,53 %)
$NEE (+2,54 %)
$DB1 (-1,84 %)
$DTE (-0,27 %)
$COST (-0,34 %) bought

all about the same amount... Linde a little more, Carlisle a little less...

General Mills $GIS (-0,39 %) (fair-favorable, interesting)

Wal-Mart de Mexico $WALMEX* (-0,38 %) (downtrend - weak peso?)

P&G $PG (+0,37 %)

Costco $COST (-0,34 %)

Church & Dwight $CHD (-0,16 %) (very expensive - silent expansion underway? see German website)

Pepsi $PEP (+0,59 %)

Monster $MNST (-0,25 %)

Coca Consol $COKE (+2,74 %)

Lotus Bakeries $LOTB (-1,25 %)

Mondelez $MDLZ (+1,39 %)

Hershey $HSY (+2,2 %)

Most of them are still "very" expensive in my opinion, despite the current price declines.

I would be interested to know which are your favorites for a long-term investment?

Hello, I am thinking about restructuring my portfolio, which in my opinion is very unbalanced, with a view to the future. I'm thinking of an investment horizon of around 15-20 years.

I would like to structure the core of my portfolio with the help of 60% #etfs with the help of

• $VWRL (+0,43 %) 30%
• $CSPX (+0,3 %) 30%

In addition, around 5% of my postage portfolio is to be #crypto above all $BTC (+2,08 %) consist of

I invest the remaining 35% in individual stocks.

• Technology sector 8%
• Thought of $MSFT (+0,58 %) , $GOOGL (-0,51 %) , $AMZN (-0,15 %) , $SAP (-0,71 %) ,$NVDA (-0,26 %) in approximately equal parts
• Healthcare sector 4%
• Something like $JNJ (+1,64 %) , $NOVN (+1,44 %) , $NOVO B (+0,89 %) but I'm not quite sure here yet, I want to read up on it in more detail
• Consumer sector 6%
• Thought of $COKE (+2,74 %) , $1810 (-0,61 %)
  $PG (+0,37 %) but not sure yet either
• Industrial sector 5%
• Something like $6501 (+5,77 %)
  $SIE (-0,1 %)
• 
  Energy sector 7%
• $SHEL (+1,69 %) , $ENR (-1,55 %)
• 
  Financial sector
• $ALV (-0,25 %) and $NU (+0,12 %)

I currently have a monthly savings rate of 400-500 euros in addition to my studies and would divide this up accordingly and put it into a #sparplan and put it into a savings account.

What do you think of the weighting and do you have any tips, especially in the health sector?

Brief feedback is very welcome

#stockanalysis
#portfolio

What is the difference between $KO (+0,82 %) and the other cola $COKE (+2,74 %) ?