January is off to a strong start with some strategic moves in my portfolio. Here are the details:

✅ Strategic sale $CSCO (-0,81%)

• Cisco Systems I sold my Cisco shares to free up capital and seize a more promising opportunity.

🚀 Ambitious new purchase $MPWR (-0,71%)

• Monolithic Power With Cisco's cash, I invested in this semiconductor nugget. I'm aiming for stronger growth and a booming sector.

📈 Buying to diversify $MSE (+0,18%)
$CSNDX (+0,87%)
$VHYL (+1,04%)
$IGLN (-0,32%)

• ETF I'd like to invest in the following ETFs: Amundi EURO STOXX 50, iShares NASDAQ 100, Vanguard FTSE High Dividend, and even a little gold with iShares Physical Gold.

• Equities Zoetis (animal health) and Novo Nordisk (pharmaceuticals), to strengthen the health sector in my portfolio. $ZTS (-1,59%)

• Gaztransport & Technigaz a strategic addition to my energy portfolio. $GTT (-0,1%)

• 💎 Crypto always present $BTC (+0,18%)
  $ETH (+0,07%)
• 
  Bitcoin & Ethereum : a few purchases to stay exposed to blockchain.
• Bonus: I've even received awards in ETH, that's fun!

🔥 In a nutshell

January was rich in movement : sales, purchases, crypto and diversification all the way.

Objective 2026: growth, innovation and a portfolio on the move! 🚀

• 🧬 ASM International - Technology / Semiconductors $ASM (+0,99%)
• 
  🪙 iShares Physical Gold ETC - Precious metals / Hedging $IGLN (-0,32%)
• 
  💻 iShares NASDAQ 100 ETF - US index / Growth $CSNDX (+0,87%)
• 
  🧠 Atoss Software - Software / SaaS $AOF (-0,92%)
• 
  🇪🇺 Amundi EURO STOXX 50 II ETF - European index / Stability $MSE (+0,18%)
• 
  🌍 Vanguard FTSE All-World High Dividend Yield ETF D - Global Dividend $VHYL (+1,04%)
• 
  ₿ Bitcoin - Crypto / Diversification $BTC (+0,18%)
• 
  🧩 Ethereum - Crypto / Innovation & Web3 $ETH (+0,07%)
• 
  📊 S&P Global (SPGI) - Financial data / Ratings / Indices $SPGI (+1,03%)

💼 Equities & ETFs

• 🏭 R3N (French SME) → small caps reinforcement 🇫🇷 (PEA-PME)
• 🌍 Amundi EURO STOXX 50 II ETF → more exposure to European leaders $MSE (+0,18%)
• 
  💰 Vanguard FTSE All-World High Dividend ETF → total return boost $VHYL (+1,04%)
• 
  💻 iShares NASDAQ 100 ETF → tech remains my core 🔥 $CSNDX (+0,87%)
• 
  🔌 Cisco Systems → double entry on US tech $CSCO (-0,81%)
• 
  🧴 Coca-Cola → solid defensive value for dividends 🥤$KO (+0,06%)
• 
  🧬 Zoetis → addition in the animal health sector 💊 $ZTS (-1,59%)
• 
  🏦 S&P Global → diversification into premium finance 💼 $SPGI (+1,03%)
• 
  ✈️ Booking Holdings → light position in high-end tourism 🌴 $BKNG (+0,57%)

🪙 Crypto & Metals

• ₿ Bitcoin → small, quiet DCA $BTC (+0,18%)
• 
  Ξ Ethereum → always faithful to the blockchain $BTC (+0,18%)
• 
  🪙 iShares Physical Gold ETC → a little gold for balance 💎 $IGLN (-0,32%)

💼 Sale

• ⚙️ Carpenter Tech → taking gains on beautiful perf 📈 $CRS (+0,46%)