General Mills $GIS (+1,93 %) (fair-favorable, interesting)

Wal-Mart de Mexico $WALMEX* (-1,92 %) (downtrend - weak peso?)

P&G $PG (+3,53 %)

Costco $COST (+2,66 %)

Church & Dwight $CHD (+2,51 %) (very expensive - silent expansion underway? see German website)

Pepsi $PEP (+2,38 %)

Monster $MNST (+0,59 %)

Coca Consol $COKE (+1,21 %)

Lotus Bakeries $LOTB (+2,86 %)

Mondelez $MDLZ (+1,42 %)

Hershey $HSY (+1,62 %)

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 (+0,65 %) 30%
• $CSPX (+0,7 %) 30%

In addition, around 5% of my postage portfolio is to be #crypto above all $BTC (-0,76 %) consist of

I invest the remaining 35% in individual stocks.

• Technology sector 8%
• Thought of $MSFT (-0,72 %) , $GOOGL (-1,34 %) , $AMZN (-0,36 %) , $SAP (-1,3 %) ,$NVDA (-1,35 %) in approximately equal parts
• Healthcare sector 4%
• Something like $JNJ (+3,17 %) , $NOVN (+0,28 %) , $NOVO B (-7,73 %) but I'm not quite sure here yet, I want to read up on it in more detail
• Consumer sector 6%
• Thought of $COKE (+1,21 %) , $1810 (+2,09 %)
  $PG (+3,53 %) but not sure yet either
• Industrial sector 5%
• Something like $6501 (+4,47 %)
  $SIE (+1,48 %)
• 
  Energy sector 7%
• $SHEL (+1,87 %) , $ENR (+4,55 %)
• 
  Financial sector
• $ALV (+0,81 %) and $NU (+2,52 %)

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 (+1,98 %) and the other cola $COKE (+1,21 %) ?

Good morning,

I haven't had any individual stocks in the last 10 years, but have now decided to invest in 10 stocks again. I have already chosen 9 of them, one is still missing. Perhaps someone can give me a tip.

I have the following criteria:

-No tech, I have enough of that already

-If possible, no USA. But this is not an exclusion

-Dividend doesn't matter

-Investment horizon > 10 years

Here are the 9:

$LOTB (+2,86 %)

$CTAS (+0,67 %)

$LIN (+1,12 %)

$8001 (+2,85 %)

$RMS (-2,4 %)

$LMT (-2,18 %)

$V (+0,33 %)

$BRK.B (+0,77 %)

$BLK

If there are any concerns about the nine, I will gladly take some out again

Update: @RealMichaelScott Someone has asked in the comments for the reasoning behind my selection so far. I'd like to answer that here:

There are a few more smart criteria that fit my preferences and gut feeling. These would be:

I like stocks with long-phase linear growth, see $CTAS (+0,67 %) in the last 12 months and $8001 (+2,85 %) . $LOTB (+2,86 %) is one of the best stocks in the world in my opinion. Exponential growth will certainly turn around at some point, but I don't like cyclicals. I also value positive free cash flow. I am not interested in P/E ratios (for whatever reason). Another reason is diversity with the 10 stocks, I'm not sure yet. $LIN (+1,12 %) was and would still be the only DAX stock that makes it to me. I would have gladly done without Armor, but unfortunately it will be part of the next 10 years, so $LMT (-2,18 %) . I'm also looking for stocks that closed 2020 and 2022 on a positive note.

$BRK.B (+0,77 %) is somehow part of such a portfolio:-), I'm not sure about $V (+0,33 %) I'm not sure about. Thanks for the suggestions on medicine+health, that's definitely still missing. I still have doubts about energy. Due to the climate problem, I don't know where the journey will take us.

Update 2: Thanks for all the good suggestions. I took advantage of the bad weather and the window day today and have now made my decision:

$BLK (+1,94 %) flies out again, $V (+0,33 %) stays

Instead there are 2 new ones from your suggestions:

$CAT (+2,17 %) and $NOVO B (-7,73 %)

So it looks like this:

$LOTB (+2,86 %)

$CTAS (+0,67 %)

$LIN (+1,12 %)

$8001 (+2,85 %)

$RMS (-2,4 %)

$LMT (-2,18 %)

$V (+0,33 %)

$BRK.B (+0,77 %)

$CAT (+2,17 %)

$NOVO B (-7,73 %)

I did a backtest from 1.1.2020, all equally weighted

Average annual return: 24.32%

Total return approx. twice as high as the S&P ETF $CSPX (+0,7 %)

In the difficult years 2020 and 2022 each over 13% plus

10k became 28.5k with dividends in the 4.5 years

Nice linear progression over the entire term:

But unfortunately: forecasts are difficult, especially when they concern the future!

Update 3 (17.04.2025):

After 6 months I have now found an entry point. There are now 12 stocks, 6 USA, 6 EUR, no tech.

$LOTB (+2,86 %)

$ALV (+0,81 %)

$SAN (+0,44 %)

$RMS (-2,4 %)

$NSRGY (+3,61 %)

$LIN (+1,12 %)

$COKE (+1,21 %)

$V (+0,33 %)

$BRK.B (+0,77 %)

$MCD (+1,09 %)

$WM (+2,12 %)

$CTAS (+0,67 %)