... In my opinion, this is not the ideal time to buy, but some stocks, especially in the more defensive area, are comparatively attractive for me right now, especially as they can also be a defensive anchor if tech should correct again. As far as tech is concerned, I'm waiting for that.

Today I have:

$WM (-0,38%)
$RSG
$PG
$COKE
$KO
$LIN (-0,16%)
$CSL
$NEE (+0,96%)
$DB1 (+1,44%)
$DTE (-1,36%)
$COST bought

all about the same amount... Linde a little more, Carlisle a little less...

General Mills $GIS (-1,44%) (fair-favorable, interesting)

Wal-Mart de Mexico $WALMEX* (-0,7%) (downtrend - weak peso?)

P&G $PG

Costco $COST

Church & Dwight $CHD (-0,91%) (very expensive - silent expansion underway? see German website)

Pepsi $PEP (+0,08%)

Monster $MNST (+0,52%)

Coca Consol $COKE

Lotus Bakeries $LOTB (-1,88%)

Mondelez $MDLZ (-0,67%)

Hershey $HSY (-1,22%)

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 (+0,41%) 30%
• $CSPX (+0,63%) 30%

In addition, around 5% of my postage portfolio is to be #crypto above all $BTC (-0,09%) consist of

I invest the remaining 35% in individual stocks.

• Technology sector 8%
• Thought of $MSFT (+0,63%) , $GOOGL (+1,8%) , $AMZN (+1,56%) , $SAP (-3,22%) ,$NVDA (+2,31%) in approximately equal parts
• Healthcare sector 4%
• Something like $JNJ (-0,96%) , $NOVN (-0,92%) , $NOVO B (+0,13%) but I'm not quite sure here yet, I want to read up on it in more detail
• Consumer sector 6%
• Thought of $COKE , $1810 (-2,49%)
  $PG but not sure yet either
• Industrial sector 5%
• Something like $6501 (-0,16%)
  $SIE (+1,06%)
• 
  Energy sector 7%
• $SHEL (-0,11%) , $ENR (+4,35%)
• 
  Financial sector
• $ALV (+0,33%) and $NU (+0,33%)

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 and the other cola $COKE ?