Air Products & Chemicals $APD (+1,87%)

Ecolab $ECL (+1,44%)

CRH $CRH (+1,33%)

Linde $LIN (+0,84%)

Sherwin-Williams $SHW (+0,77%)

Rio Tinto (With $RIO (-0,45%) I am more interested in the attractive valuation, dividend and investments in future areas such as copper/lithium)

In the basic materials sector, stock selection was not easy for me. I had to adjust my usual quality standards somewhat and in some cases also make compromises (see above 🤓). The sector is very cyclical, which makes it more difficult to find companies with consistently stable performance. Many key figures are heavily distorted by fluctuations in commodity prices, economic influences or geopolitical factors. At the same time, however, it also offers interesting opportunities for long-term investors, especially if an anti-cyclical entry is successful 🫣.

Which companies do you see as particularly promising for a long-term investment?

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I am also fascinated by the idea of profiting from gold actively and with dividends. That's why I've been looking at gold stocks and have my eye on Franco-Nevada and Agnico Eagle in particular. Neither of them made it into the selection above, but I wanted to mention them anyway. Even though I am not yet invested, I will definitely continue to monitor both stocks.

$FNV (+0,28%) Franco Nevada is a royalty company with low operating risk but high gold price leverage.

$AEM (+0,71%) Agnico Eagle is a classic mining company with a good balance sheet and a decent dividend history.

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Everyone is talking about gold again - the price is scratching the USD 3,000 mark and analysts still see room for improvement! 📈 But what is behind this rise? Is it still worth getting in, or is a correction looming?

💡 Why is the price of gold rising so sharply?

🔸 Central banks as gold buyers - Countries such as China and India are buying gold on a massive scale to make themselves less dependent on the US dollar.

🔸 Inflation fears & recession worries - Gold remains THE safe haven in economically uncertain times.

🔸 Weakness of the US dollar - A weaker dollar continues to drive demand for gold.

🔸 Geopolitical tensions - Conflicts and trade wars increase investors' need for security.

📊 Expert forecasts for 2025:

🔹 BNP Paribas: Gold above USD 3,100 in the next few months?

🔹 London Bullion Market Association: Average gold price at USD 2,737 in 2025?

🔹 Some analysts are even talking about USD 3,500 as the next target!

💰 How can you invest in gold now?

✅ Physical gold: Maximum security, but storage costs. Ideal for long-term hedging.

👉🏽 $4GLD (-0,99%) - $DE000EWG0LD1 (-0,74%) - $EUWAX

✅ Gold ETFs: Easy to trade, liquid, no storage problems. Perfect for a quick start.

👉🏽 $GLD (-0,9%)

✅ Gold mining shares: Higher profit potential, but also higher risks.

👉🏽 $ABX

✅ Royalty & streaming companiesInvestment in gold mining projects with regular income.

👉🏽 $FNV (+0,28%)

📢 Buy now or wait?

Some experts warn of a possible correction - others see only the beginning of a mega rally! 🚀

💬 What do you think? Will the gold boom continue, or will things get dicey soon? Are you invested or are you waiting for better entry opportunities?

🔥 Leave a like if you have gold in your portfolio! 💛