So, the next purchases have been made—here’s a brief overview of the structure.

95% goes into securities, just under 2.5% into gold, and 2.5% into fixed-income securities.

Of that, just under 78% is in ETPs and the remaining 22% in stocks.

As for sector weighting, currently just under 28% is in financials, 22% in information technology, 9% in semiconductors, 8% in real estate stocks, and ~6% in major banks; the rest is further diversified.

What is the goal? Well, part of the goal is to preserve and grow capital—as we all know.

To that end, my father and I decided to use a ready-made ETF ($GERD (-0,14%) ) that has a weighting of just under 75%. About 5% is in gold and an overnight swap. The remaining 20% consists of individual stocks, such as $MP (-3,32%) ,$PG (-0,79%) ,$JNJ (-1,14%) , $CAT (+1,57%) or even $KHC (-1,87%) .

How do we determine which stocks to include in the portfolio—specifically, the background stocks required for Ki, such as $MP (-3,32%)
$CMS (-0,16%)
$CRWD (-0,29%)
$RKLB (+2,13%)
$SYM (+0,63%) and $AVGO (+3,06%) . The key factors for these companies are, first and foremost, energy consumption, security, raw materials, robotics, and systems.

However, we’ll also include a few standard holdings in the portfolio, such as $SHEL (-0,97%)
$MCD (-0,36%)
$TSLA (-1,32%)
$CVX (-1,14%) or $BAC (+0,19%) . Since, in our opinion, these are strong and important fundamentals.

As I said, in a few days there will most likely be a portfolio post where you can critique it however you like.

This is currently our decision and strategy, and thanks to it, we’re already up nearly 20k in profit since our first purchases this week.

Best regards. ✌🏻

$MC (+1,82%)
$JPM (-1,05%)
$GS (-0,57%)
$C (-0,82%)
$UNH (+0,92%)
$JNJ (-1,14%)
$DPZ (+1,22%)
$WFC (-0,35%)
$ASML (+1,99%)
$BAC (+0,19%)
$BLK (-0,5%)
$MS (+0,2%)
$STT (+0,23%)
$TSM (+1,4%)
$IBKR (+2,41%)
$SU (+1,29%)

Monday, October 12

🇯🇵 All day: Tokyo Stock Exchange closed (Sports Day)

🇺🇸 All day: U.S. bond markets closed (Columbus Day – U.S. stock markets open as usual, with lower liquidity)

Tuesday, October 13

🇩🇪 8:00 a.m.: Consumer Price Index (CPI) for Germany (September, final)

🇺🇸 2:15 p.m.: ADP Employment Report

Wednesday, October 14

🇨🇳 3:30 a.m.: Consumer Price Index (CPI) & Producer Price Index (PPI) for China (September)

🇺🇸 2:30 p.m.: U.S. Consumer Price Index (CPI) & Core Rate (September) – The week’s most important event for interest rates, the U.S. dollar, and indices 🌶

Thursday, October 15

🇬🇧 8:00 a.m.: Gross Domestic Product (GDP) UK (August)

🇺🇸 2:30 p.m.: U.S. Retail Sales (September) 🌶

🇺🇸 2:30 p.m.: U.S. Producer Prices (PPI) (September)

🇺🇸 2:30 p.m.: U.S. Initial Jobless Claims

🇺🇸 2:30 p.m.: Philadelphia Fed Index (October)

Friday, October 16

🇪🇺 11:00 a.m.: Eurozone Consumer Price Index (CPI) (September, final) 🌶

🇺🇸 3:15 p.m.: U.S. Industrial Production & Capacity Utilization (September)

$UNH (+0,92%)
$JPM (-1,05%)
$GS (-0,57%)
$WFC (-0,35%)
$DMP (-0,37%)
$JNJ (-1,14%)
$ASML (+1,99%)
$2330
$MS (+0,2%)
$FAST (-0,36%)
$AA (-1,05%)
$WISE (-0,78%)

In a Phase 4 study, TREMFYA demonstrated significant improvements in axial psoriatic arthritis. This further underscores the drug’s importance in the immunology business.

For me, this is exactly what I’d like to $JNJ (-1,14%) : a broadly diversified healthcare company with strong cash flows, a growing drug pipeline, and a dividend policy that has been reliable for decades.

J&J isn’t a spectacular turnaround candidate, but rather a classic compounder with steady, slow growth. I’ve acquired my shares over the past few years during market downturns (average cost: approx. €130) and will likely never sell them.

I invest with a focus on dividend growth, quality, and attractive valuations. That’s why I set a maximum purchase price for each position based on dividend yield, growth expectations, and my own Margin of Safety (MOS).

I use this overview as a guide to keep emotions out of my buying decisions and to wait patiently for opportunities.

$LMT (+0,33%)
$UNH (+0,92%)
$MCD (-0,36%)
$JNJ (-1,14%)
$PEP (-1,65%)
$PG (-0,79%)
$QCOM (+0,3%)
$UPS (-0,49%)
$NN (+0,08%)
$ASRNL (+0,61%)
$KO (-0,55%)
$WKL (-2,43%)
$MO (-0,01%)
$ADC (+1,32%)
$MAIN (+0,7%)
$O (-0,1%)
$TDIV (-0,7%)
$VPK (-1,53%)
$SHEL (-0,97%)
$AD (+0,61%)
$DTE (+0,16%)
$WHA (-0,91%)
$EOAN (-1,72%)

$ISRG (+1,19%) The week went down quite well. One reason could be the online contest by $JNJ (-1,14%) , which is launching Ottava, a direct competitor, onto the market. Another reason is the slightly lower growth, as the quarterly growth rate has dropped from 14% to 12%.

The following article sums it up quite well:

https://www.tikr.com/de/blog/intuitive-surgical-fell-30-in-2026-as-a-rival-arrived-heres-where-the-stock-could-go

However, the moat and recurring SaaS revenue remain intact. I don’t see a bear case here and remain invested; if the price drops below €300 again, I’ll gladly buy more.

What do you think $ISRG (+1,19%) ?

It’s almost time—AbbVie’s dividend is coming on August 14!

After realizing some solid gains on $JNJ (-1,14%) , I felt my portfolio was missing a pharmaceutical company that consistently delivers and grows—in other words, a true quality stock. That’s why the decision to buy AbbVie in April was pretty easy for me.

I come from the pharmaceutical industry myself and know that enormous sums have to be invested every year in research, as well as in facility development and expansion—yet profits skyrocket when new drugs take off and hit the market!

Did you actually know that more than 90% of developed compounds never make it to market? There are countless reasons for this—lack of approvals, pharmaceutical regulations, lack of efficacy. I never cease to be fascinated by the fact that so much money can still be made despite all that. Imagine if your auto repair shop couldn’t fix 90% of the vehicles that came in. The business would probably go bankrupt in no time.

Despite all these problems in the pharmaceutical industry—I’m firmly convinced that AbbVie will remain in my portfolio for a long time to come. Do you have any pharmaceutical stocks you’re deeply convinced about?

$ABBV (-0,66%)

*AI-generated image*