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 (+1.2%)
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 (-0.09%)
$CVX (-0.16%)
$XOM (+0.17%)
$RIO (+1.08%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+1.33%)
$SREN (+2.77%)
$SLHN (+1.77%)
$HNR1 (+1.83%)
$MUV2 (+1.21%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+4.92%)
$BRO (+1.99%)
$MMC (+1.64%)
$V (+1.36%)
$MA (+2.66%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (+0%)
$9888 (+0.83%)
$AAPL (+2.27%)
$GOOGL (+4.38%)
$PLTR (+0.59%)
$NVDA (+0.31%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+3.35%)
$NOVO B (+0.28%)
$ZTS (+5.6%)
$KO (+2.74%)
$WMT (-0.97%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+0.22%)
$BMW (+2.45%)
$MBG (+2.68%)
Cryptos
- XRP ✅ $XRP (-0.05%)
RENDER ✅ $RENDER (-0.52%)
Bitcoin (BTC) ❌ $BTC (+0.11%)
Solana (SOL) ✅ $SOL (+0.07%)
Ethereum (ETH) ❌ $ETH (-0.15%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
