The UBS recently carried out an extensive screening of the European equity market. There are a few stocks that were rated very positively by the analysts.

These include the French energy supply group Engie $ENGI (-0,34%) the Italian logistics and postal company Poste Italiane $PST (-1,27%) the British online real estate broker Rightmove
$RMV (-0,81%) and the French technology service provider SPIE $SPIE (-0,09%).

In addition, the Irish specialist insurer Beazley $BEZ (+1,98%) the Spanish energy group Iberdrola
$IBE (-0,53%) and the Swedish telecommunications company Telia
$TELIA (+0,36%) are on the list.

The chances of a positive development are good - according to "Welt". Reason:

In Europe, politicians are investing massive amounts of money in infrastructure and defense while promising reforms to stimulate the economy. Added to this are interest rate cuts by the European Central Bank (ECB) and bulging savings accounts, which could flow into consumption and investment if the mood improves.

And overall, it is all about long-term growth: government investments are planned for years to come and the ECB is likely to cut interest rates even further.

The combination of government stimulus, cheap financing and private capital is providing a tailwind on the markets. There are some European ETFs that have been performing very well since the beginning of the year.

At the forefront is the Global X Euro Infrastructure Development $BRIP (+0,55%) with a return of 23.1 percent.

Also strong is the Xtrackers Dax $DBXD. (+0,52%)
The ETF achieves 20.3 percent and costs just 0.09 percent per year.

Also exciting is the WisdomTree Europe Defensive $EUDF (+0,95%). With 18.9 percent since its launch in March, it has made a solid start and costs just 0.40 percent.

The classic among the European ETFs, the iShares Core Euro STOXX 50 $CSSX5E (+0,06%)is somewhat more defensive at 11.8 percent, but scores with minimal fees. Europe is therefore back on the ETF radar.

Source (excerpt) & image: "Welt", 17.07.2025

Hi all guys!!!

I would like to share with you my ideal portfolio allocation, as read from the title it is still a work in progress, I am slowly adding positions as opportunities arise.

A little context: I am 24 years old, a final year medical student, and I am slowly putting money aside that I can invest both through my part time job (preparing for the medical test and tutoring for first year exams) and through the savings I already had set aside. The platform I currently use to invest is Directa.

Let's say that my goal at the moment is to reach over the years an invested amount of 50k euros in ETFs and distribution stocks, ideally distributed as follows:

CORE

-30k in growth-oriented developed markets etf (10k/30k)

Those selected are. $FGEQ (+0,15%) (10k/10k) , $TDIV (+0,27%) (0k/10k) and $HMWO (+0,3%) (0k/10k), so as to have income every month, as they distribute alternately;

SATELLITE

-5k in emerging markets etf (0k/5k)

I chose $IEEM (+0,21%) to diversify;

-5k in high-distribution etf (2.5k/5k)

In this category I own. $VHYL (+0,42%) ;

-5k in active option-based etf (5k/5k)

Here I have already completed my position in $JEGP (-0,01%) , which by the way distributes monthly ;

-5k in single Italian stocks (0k/5k)

In this category I have already selected some of the possible additions, such as. $PST (-1,27%) , $ISP (+0,41%) e $TRN (-0,65%) , but at the moment the prices are too high and I am not willing to buy now;

Considerations and Strategy Explanation: I start by saying that I know that at my age it would be better to buy accumulation instruments for the best taxation and growth over time, but personally the idea of receiving a monthly cash flow (albeit still small) without having to do anything at all has an important psychological impact, and seeing it grow slowly gives me a lot of satisfaction and motivates me to continue on this path. I started immediately by positioning myself on high-dividend etfs such as $JEGP (-0,01%) e $VHYL (+0,42%) so that I already had a small boost in the strategy; I hoarded $FGEQ (+0,15%) during the first week of April by taking advantage of the flash crash that took place, and now I am accumulating liquidity in anticipation of another possible reversal: ideally the next move will be to start accumulating shares of $TDIV (+0,27%) to diversify in currency as well: last note, the etfs chosen are also from different issuers so as to diversify in this aspect as well.

Let me know what you think!