Enclosed my portfolio update
In general, consumer spending in America seems to be slowly weakening in the 4th quarter.
The retailer Walmart $WMT (-2,1%) and others like $LOW (+0,97%) cyclical stocks like Deere $DE (+1,4%) 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 (-0,04%) to establish.
Nice hit today with Baidu $9888 (+1,43%) 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.