What did I take with me?

It is not a crisis because >\=20% down but a good entry into tranches.

Which stocks were discussed?

$P911 (-2,03 %) Unfortunately I've been in Porsche since 2023, when luxury comes back, the Chinese will buy Porsche and not locally

$ABX and $NEM (+1,38 %) Barrick and Newmont buy the shovels not the gold. Gold is for value preservation, not for speculation. I was invested in mines decades ago.

$MC (-1,96 %) LVMH surprised me, I thought the air was out, will have a look.

$META (+0,65 %) I finally understood how Facebook makes money. There's still a lot to come. First purchase?

$GOOGL (+1,12 %) Yes, I've been adding to my portfolio since 25.

$H1PE34 Hewlett Packard Enterprise, I only knew it as a hardware manufacturer, here is the shovel for AI Ai chips.

$9988 (+1,65 %) and $9888 (-0,99 %) Chinese Baidu and Alibaba. I also had it 10 years ago, after the high it went down bloody. But will probably be seen again as a turnaround and cash flow for 2025.

$TTD (+0,67 %) I was not aware of Trade Desk until today.

$22U Biontech became known as a corona profiteer, but is looking for the cancer vaccine.

These 10 stocks were discussed as stronger buys on the spot.

Which stocks are of interest to you, or where are you buying now?

The markets remain volatile and in times of crisis many investors look for stable investments. But which sectors and companies have historically proven to be particularly resilient or could even benefit?

Consumer staples - products that will always be needed

Companies such as Procter & Gamble $PG (-1,76 %) Nestlé $NESN (+0,1 %) or Coca-Cola $KO (-0,34 %) benefit from their strong market position and stable cash flows. People are always buying household products, food and beverages.

Healthcare sector - crisis-resistant growth stocks

Companies such as Johnson & Johnson $JNJ (+0,11 %) , Eli Lilly $LLY (+0,97 %) or Novo Nordisk $NOVO B (-0,19 %) supply medicines and treatments that are in demand regardless of the economic situation. There is a particular focus on the boom in diabetes and obesity therapies.

Providers - Stable income through basic care

Companies such as NextEra Energy $NEE (+0,72 %) Duke Energy $DUK (+0,04 %) or Southern Company $SO (+0,3 %) are benefiting from the constant demand for electricity and water. Renewable energies are also playing an increasingly important role.

Commodities & gold - hedging against inflation & uncertainty

Gold mining companies such as Barrick Gold $ABX or Newmont $NEM (+1,38 %) often benefit in times of economic uncertainty, as investors flee to gold as protection against crises.

Defense & Armaments - Profiteers of geopolitical tensions

Rising military spending worldwide makes companies such as Lockheed Martin $LMT (+1,2 %) or Northrop Grumman $NOC (+1,49 %) into potential winners of long-term conflicts and global uncertainties.

This is just a small selection of companies. But hopefully it gives a small insight into the interesting crisis-proof sectors.

Defensive investors could now focus on consumer staples, healthcare and utilities for long-term stability. Opportunity-oriented investors could look to commodities, gold or defense if geopolitical tensions continue to rise.

#stockanalysis
#dividends
#growth#inspiration

Have you heard of the Newmont share $NEM (+1,38 %) heard? The mining group recently published its balance sheet for the fourth quarter of 2024 and the figures look promising.

Compared to the previous year, Newmont has achieved a turnaround: earnings per share rose from -3.22 US dollars to a pleasing 1.40 US dollars, exceeding analysts' expectations of 1.08 US dollars. Turnover was also impressive, at USD 5.63 billion, well above the previous year's USD 3.92 billion and estimates of USD 5.14 billion.

For the full year 2024, Newmont reports earnings per share of USD 3.47, compared to USD -3.0 in the previous year. Revenue climbed from USD 11.78 billion to USD 18.68 billion, which also exceeded analysts' forecasts of USD 18.21 billion.

Following this positive news, the Newmont share price rose by 1.95% to 49.03 US dollars after the close. A good reason to keep an eye on developments! What do you think of the latest figures? 📈

Detailed gold price analysis

Performance comparison

Trigger for the price increase

Gold purchases by central banks

Expectations of interest rate cuts

Gold demand in China and India

Gold ETFs

Link: shorturl.at/HHgOg

$ABX
$GOLD (+2,22 %)
#gold
$NEM (+1,38 %)
$FCX (-1,13 %)

Hello everyone.

I can't decide whether to buy 30 $NEM (+1,38 %) shares or not. That's why I'm asking you what you think.

Many thanks in advance

Start of 2024 and January closing

January performance:-0.84%

Total return currently at:+141%

Target for 2024 as every year TTWROR of 15%

🔥Hot factor: Microsoft

🚀KingMidasFactor: byd

🤖Roboadvisor overall performance currently at +11.93%

1 franc currently 1.07euro

Roboadvisor: Savings rate will be reduced to 1/10 from May 1st

Crypto: Adjustment of savings plans + several sales $OP (-0,23 %) ,$DOGE (-0,3 %) , $SOL (-0,1 %) , $BTC (+0,02 %)

NFT: no news

🎼Music rights via Globalrockstars: 2 new songs are in the portfolio foolish by youcallmecarla and cold by Diego federico

Current individual shares: Allowance has been exhausted. Sale of $SLI (-2,05 %) and immediate repurchase + $rocktech . Sale of $KNT (+0,36 %) and in return came $BTO (-0,42 %) and $NEM (+1,38 %) were added to the portfolio. Further individual purchases are still suspended until the safety buffer is reached.

New ETFS for 2024: -Global X NASDAQ 100 Covered Call ETF

- various Ibonds 2025-2028

February review: Budget for 2024 was written. Better months health-wise, first a cold and then a concussion last week.

Podcast: If you want to listen, you can find us here: https://podcasters.spotify.com/pod/show/waschbaerundkoenig

If you fancy a chat or would like to bring us a topic, let us know.

Professionally: There was a pay rise of 1.5% at the turn of the year. And the Swiss franc is currently hovering around 1.07 francs, which means a wage increase of +30.5% since 2016

Real estate: The electrician is coming on Friday for new outside sockets and a good offer for a balcony power station may be coming soon. The service charges for 2024 are currently 6.9% lower compared to 2023. Two more weeks and we'll be a year without water damage.

How was your month?

🔭Outlook February: First vacation since August. However, we are busy with the church wedding.

What strategies or plans are you pursuing in February?

Feel free to use the block function and follow me if you like my investments or ideas.

Thank you very much for reading!!!