Without technology - half USA - half EU

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 (+0,06 %)

$CTAS (-0,95 %)

$LIN (-0,27 %)

$8001 (+1,8 %)

$RMS (+0,59 %)

$LMT (-0,33 %)

$V (+0,26 %)

$BRK.B (-0,04 %)

$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 (-0,95 %) in the last 12 months and $8001 (+1,8 %) . $LOTB (+0,06 %) 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 (-0,27 %) 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 (-0,33 %) . I'm also looking for stocks that closed 2020 and 2022 on a positive note.

$BRK.B (-0,04 %) is somehow part of such a portfolio:-), I'm not sure about $V (+0,26 %) 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 (-0,65 %) flies out again, $V (+0,26 %) stays

Instead there are 2 new ones from your suggestions:

$CAT (+0,17 %) and $NOVO B (+1,4 %)

So it looks like this:

$LOTB (+0,06 %)

$CTAS (-0,95 %)

$LIN (-0,27 %)

$8001 (+1,8 %)

$RMS (+0,59 %)

$LMT (-0,33 %)

$V (+0,26 %)

$BRK.B (-0,04 %)

$CAT (+0,17 %)

$NOVO B (+1,4 %)

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 (-0,2 %)

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 (+0,06 %)

$ALV (-2,61 %)

$SAN (+0,68 %)

$RMS (+0,59 %)

$NSRGY (+0,11 %)

$LIN (-0,27 %)

$COKE (-3,32 %)

$V (+0,26 %)

$BRK.B (-0,04 %)

$MCD (-0,23 %)

$WM (-0,55 %)

$CTAS (-0,95 %)