Here is a new update
Strong increase of + 1.7 percent compared to the previous week
10.7 percent since the beginning of the year
Gold and Bitcoin are both doing well, I have reduced both large positions a little today due to the very stable economy in America.
-Bitcoin/Barrick Gold
You can see that the general mood is very good, hot stocks are also being gambled more.
I have here $AI (-1.8%) and $TDOC (+2.38%) I'm taking the small Fomo wave with me for the time being.
GDP in America was over 5 percent in the last quarter and the economy is extremely strong.
Although there are signs that growth is slowing, we are a long way from a recession.
I am now playing the interest rate stagnation theme with Realty Income, $O (-1.5%) At the moment, inflation is also continuing to fall in Europe, which is currently pushing up interest rate-sensitive stocks such as $VNA (-1.3%) /Vonovia and Co.
You should also look at cyclical stocks such as $BA (+1.22%) -Boeing or $AIR (+0.64%) -Airbus, which are currently safe investments.
https://www.wikifolio.com/de/de/w/wf66zzzzzz
