💼 Equities & ETFs

• 🏭 R3N (French SME) → small caps reinforcement 🇫🇷 (PEA-PME)
• 🌍 Amundi EURO STOXX 50 II ETF → more exposure to European leaders $MSE (+0,72%)
• 
  💰 Vanguard FTSE All-World High Dividend ETF → total return boost $VHYL (+0,27%)
• 
  💻 iShares NASDAQ 100 ETF → tech remains my core 🔥 $CSNDX (+1,27%)
• 
  🔌 Cisco Systems → double entry on US tech $CSCO (+2,61%)
• 
  🧴 Coca-Cola → solid defensive value for dividends 🥤$KO (-0,78%)
• 
  🧬 Zoetis → addition in the animal health sector 💊 $ZTS (+0,78%)
• 
  🏦 S&P Global → diversification into premium finance 💼 $SPGI (+0,31%)
• 
  ✈️ Booking Holdings → light position in high-end tourism 🌴 $BKNG (-1,99%)

🪙 Crypto & Metals

• ₿ Bitcoin → small, quiet DCA $BTC (+1,56%)
• 
  Ξ Ethereum → always faithful to the blockchain $BTC (+1,56%)
• 
  🪙 iShares Physical Gold ETC → a little gold for balance 💎 $IGLN (+2,27%)

💼 Sale

• ⚙️ Carpenter Tech → taking gains on beautiful perf 📈 $CRS (+3,69%)

$ZTS (+0,78%)

The next tranche will definitely be Zoetis.

Despite a difficult market environment, solid figures and well positioned with the veterinary medicine pipeline.

I think the share is currently trading below fair value and would take a chance on it.

Since Alphabet and co have done well for me and I want to realize partial amounts (even if it's hard for me with such companies ;) )

I would like to add something from the sectors mentioned above.

The following came to mind $PG (-0,85%)
$MCD (-0,46%)
$TXRH (-0,17%) .

in finance, for example $V (+0,12%) or for health possibly $ZTS (+0,78%) .

Maybe one of you has some suggestions:)

ps: I still have an exemption order, otherwise I would never realize partial sales at Microsoft and Alphabet :D

New acquisitions: $FTNT (+1,87%)
$TTD (+1,32%)
$CMG (+0,11%)
$AJG (-0,04%)
$BRK.B (-0,24%)
$ZTS (+0,78%)

Please let me know what you think of my compilation.

A portfolio that supports long-term, solid growth and remains balanced. The focus is on global diversification, strong dividend payers, stable industry leaders and a targeted admixture of future-oriented stocks, including in the crypto sector.

✅ = already available

👀 = on the watchlist, interesting in terms of price soon

❌ = not yet interesting in terms of price at present

ETF selection

• FTSE All World ✅ = Global basis, broadly diversified. $VWRL (+0,55%)
• 
  MSCI World Tech ✅ = Focus on innovative technology stocks.
• Defense USD 👀 = Stability through defense and security.
• FTSE High Dividend 👀 = Dividend-oriented addition.

Single stock focus

Energy & commodities:

Shell ✅, Chevron 👀, Exxon 👀, Rio Tinto ❌ $SHEL (-0,44%)
$CVX (-0,67%)
$XOM (+0,29%)
$RIO (+1,09%)

Insurers & reinsurers:

Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+2,41%)
$SREN (+1,9%)
$SLHN (+0,2%)
$HNR1 (+1,16%)
$MUV2 (+0,97%)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+2,3%)
$BRO (+0,71%)
$MMC (+0,7%)
$V (+0,12%)
$MA (-1,06%)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu ❌ $9888 (-0,52%)
$AAPL (+0,92%)
$GOOGL (-0,25%)
$PLTR (+1%)
$NVDA (+2,34%)

Health & consumption:

Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1,92%)
$NOVO B (+1,42%)
$ZTS (+0,78%)
$KO (-0,78%)
$WMT (-0,08%)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+1,03%)
$BMW (-5,58%)
$MBG (-0,62%)

Cryptos

• XRP ✅ $XRP (+1,54%)
• 
  RENDER ✅ $RENDER (-1,09%)
• 
  Bitcoin (BTC) ❌ $BTC (+1,56%)
• 
  Solana (SOL) ✅ $SOL (+2,89%)
• 
  Ethereum (ETH) ❌ $ETH (+0,82%)

For the weekend

Strategy remains: Patience, discipline and an eye for opportunities.

📈🌾

Hello everyone,

I am currently considering selling my position in UnitedHealth Group $UNH (+1,92%) at a moderate loss and would like to hear your views on this.

I bought in a few months ago as the company was seen in the past as a defensive healthcare giant with a solid balance sheet, stable cash flow and steady dividend growth. Unfortunately, the share price performance since my investment has been disappointing, partly due to increasing regulatory pressure (Medicare Advantage), rising healthcare costs and the general headwind for the US healthcare segment.

I ask myself: is it worth continuing to be patient here or is it better to realize the losses and reallocate capital to more promising stocks?

I would be interested to hear your thoughts on this - how do you see the medium-term prospects for UNH? In your opinion, are there any triggers to watch out for before making a decision?

I would have considered investing the losses in $TMO (-0,25%) or $ZTS (+0,78%) . In my opinion, both are cheaply valued and would fit in with my dividend growth strategy.

Looking forward to a constructive exchange!