Hello!

I have been actively working on my portfolio since the beginning of this year, my strategy is to go towards dividends and a safe investment in ETF's with ETF's I want to achieve a balanced weighting that is not too American-heavy but also focuses on Europe.

I have a monthly savings plan of €300 which is divided as follows:

50 € $IWDA (+0,64%)

50 € $EXSA (+0,59%)

40 € $ZPRG (+0,14%)

40 € $WQDS (+0,52%)

20 € $O (-0,52%)

15 € $VZ (-1,97%)

15 € $ULVR (-1,71%)

10 € $JPM (+0,35%)

10 € $JNJ (-0,01%)

10 € $PG (+1,18%)

10 € $ENB (-0,07%)

10 € $ALV (+0,85%)

10 € $KO (-0,72%)

10 € $MCD (+0,23%)

Please do not pay too much attention to the crypto positions, I will liquidate the Shitcoins in the near future when prices are good and switch to ETFs/shares.

Now to my simple question, what do you think of the portfolio? Is it good for my strategy or do you have any tips?

JP Morgan $JPM (+0,35%)

Visa $V (-0,06%)

Chubb $CB (-0,81%)

Blackrock $BLK (-0,74%)

Intuit $INTU (+0,22%) (very expensive)

German Stock Exchange $DB1 (+0,76%)

S&P Global $SPGI (-0,15%)

HDFC Bank
$HDFCBANK (speculative - India bet)

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

The markets are still quite volatile. Although most of the markets are already rising again today, the only question is for how long. Nevertheless, I took the opportunity to buy a few more positions in order to lower the average entry value. After all, everything should be long-term :)

$JPM (+0,35%)

$BMW (+1,77%)
$FMG (+0,84%)

$EWG2 (-0,94%)

$3HCL (-1,31%)

I still have a bit of cash on the side for the next few days to buy more. If necessary, I'll top up my savings plans for next week instead of buying at the beginning of the month. The MSCI and some EM markets. Folus on the USA and EU is too high for me at the moment.

$JPM (+0,35%)
$GS (+0,1%)

According to $JPM (+0,35%) the neuen Zölle
$GM (+0,56%) could cost up to 14 billion US dollars, which would eat up almost the entire forecast global EBIT of 12.5-14.5 billion US dollars for 2025. For $F (+0,11%) is expected to have an impact of around USD 6 billion, which corresponds to approximately 75% of the estimated global EBIT of USD 7.75 billion for 2025.

$GM (+0,56%) imports around USD 56 billion worth of vehicles annually from Mexico and Canada, resulting in estimated tariffs of around USD 10 billion on finished vehicles and an additional USD 4 billion on parts, totaling USD 14 billion.

The tariffs could increase vehicle prices by $3k to $12k, potentially reducing US sales by 500k units.

$JPM (+0,35%) has lowered the price target for $GM (+0,56%) from 64 US dollars to 53 US dollars and for $F (+0,11%) from 13 US dollars to 11 US dollars

$BARC (+0,67%) warns that the tariffs could make car manufacturers "structurally unprofitable" if they remain unchanged.