A portfolio that supports long-term, solid growth and remains balanced. The focus is on global diversification, strong dividend payers, stable industry leaders and a targeted admixture of future-oriented stocks, including in the crypto sector.
✅ = already available
👀 = on the watchlist, interesting in terms of price soon
❌ = not yet interesting in terms of price at present
ETF selection
- FTSE All World ✅ = Global basis, broadly diversified. $VWRL (+0.2%)
MSCI World Tech ✅ = Focus on innovative technology stocks.- Defense USD 👀 = Stability through defense and security.
- FTSE High Dividend 👀 = Dividend-oriented addition.
Single stock focus
Energy & commodities:
Shell ✅, Chevron 👀, Exxon 👀, Rio Tinto ❌ $SHEL (+0.14%)
$CVX (+1.35%)
$XOM (+0.81%)
$RIO (+0.56%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0.45%)
$SREN (-3.24%)
$SLHN (-0.51%)
$HNR1 (-3.72%)
$MUV2 (-6.55%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0.92%)
$BRO (+0.77%)
$MMC (-0.01%)
$V (+1.07%)
$MA (+1.78%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-0.51%)
$AAPL (+4.05%)
$GOOGL (+2.2%)
$PLTR (+1.99%)
$NVDA (+0.37%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+2.35%)
$NOVO B (+4.47%)
$ZTS (+0.11%)
$KO (-0.03%)
$WMT (+1.2%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2.08%)
$BMW (+0.94%)
$MBG (+2.35%)
Cryptos
- XRP ✅ $XRP (+0.68%)
RENDER ✅ $RENDER (+2.87%)
Bitcoin (BTC) ❌ $BTC (-0.65%)
Solana (SOL) 👀 $SOL (+1.91%)
Ethereum (ETH) ❌ $ETH (+3.13%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾