... In my opinion, this is not the ideal time to buy, but some stocks, especially in the more defensive area, are comparatively attractive for me right now, especially as they can also be a defensive anchor if tech should correct again. As far as tech is concerned, I'm waiting for that.

Today I have:

$WM (+1,72%)
$RSG (+0,91%)
$PG (+0,47%)
$COKE (+3,24%)
$KO (+1%)
$LIN (-0,55%)
$CSL (-0,49%)
$NEE (+1,82%)
$DB1 (-1,82%)
$DTE (-0,22%)
$COST (-0,22%) bought

all about the same amount... Linde a little more, Carlisle a little less...

General Mills $GIS (+0,13%) (fair-favorable, interesting)

Wal-Mart de Mexico $WALMEX* (-0,77%) (downtrend - weak peso?)

P&G $PG (+0,47%)

Costco $COST (-0,22%)

Church & Dwight $CHD (-0,09%) (very expensive - silent expansion underway? see German website)

Pepsi $PEP (+0,73%)

Monster $MNST (-0,21%)

Coca Consol $COKE (+3,24%)

Lotus Bakeries $LOTB (-1,37%)

Mondelez $MDLZ (+2,16%)

Hershey $HSY (+2,63%)

Most of them are still "very" expensive in my opinion, despite the current price declines.

I would be interested to know which are your favorites for a long-term investment?

Hello, I am thinking about restructuring my portfolio, which in my opinion is very unbalanced, with a view to the future. I'm thinking of an investment horizon of around 15-20 years.

I would like to structure the core of my portfolio with the help of 60% #etfs with the help of

• $VWRL (+0,17%) 30%
• $CSPX (+0%) 30%

In addition, around 5% of my postage portfolio is to be #crypto above all $BTC (+1,43%) consist of

I invest the remaining 35% in individual stocks.

• Technology sector 8%
• Thought of $MSFT (+0,33%) , $GOOGL (-0,59%) , $AMZN (-1,05%) , $SAP (-0,74%) ,$NVDA (-1%) in approximately equal parts
• Healthcare sector 4%
• Something like $JNJ (+1,7%) , $NOVN (+1,58%) , $NOVO B (+1,06%) but I'm not quite sure here yet, I want to read up on it in more detail
• Consumer sector 6%
• Thought of $COKE (+3,24%) , $1810 (-0,75%)
  $PG (+0,47%) but not sure yet either
• Industrial sector 5%
• Something like $6501 (+6,07%)
  $SIE (-0,19%)
• 
  Energy sector 7%
• $SHEL (+1,6%) , $ENR (-2,17%)
• 
  Financial sector
• $ALV (-0,21%) and $NU (-0,04%)

I currently have a monthly savings rate of 400-500 euros in addition to my studies and would divide this up accordingly and put it into a #sparplan and put it into a savings account.

What do you think of the weighting and do you have any tips, especially in the health sector?

Brief feedback is very welcome

#stockanalysis
#portfolio

What is the difference between $KO (+1%) and the other cola $COKE (+3,24%) ?