Enclosed my portfolio update

In general, consumer spending in America seems to be slowly weakening in the 4th quarter.

The retailer Walmart $WMT (+0,15 %) and others like $LOW (-0,1 %) cyclical stocks like Deere $DE (+0,05 %) are reporting a worse outlook.

Stay true to the strategy of adding tech with Ki Phantasie, gold, crypto and safe investments like Mc Doof $MCD (-0,03 %) to establish.

Nice hit today with Baidu $9888 (-0,84 %) They have reported good figures and are also stepping on the gas in the AI sector.

There is a lot going on 🔥🔥🔥🔥

+9 % since the beginning of the year

Not outstanding, but solid. Unfortunately, I didn't take advantage of the rally in NVidia, Microsoft and Co.