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 (-0.35%)
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 (+0.94%)
$XOM (+0.73%)
$RIO (+0%)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0.6%)
$SREN (-0.6%)
$SLHN (-0.49%)
$HNR1 (-1.54%)
$MUV2 (-0.91%)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-2.27%)
$BRO (-0.05%)
$MMC (-0.52%)
$V (-0.5%)
$MA (-0.98%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (-3.69%)
$9888 (-1.26%)
$AAPL (+0.95%)
$GOOGL (+0.57%)
$PLTR (-5.85%)
$NVDA (-1.54%)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0.3%)
$NOVO B (-1.67%)
$ZTS (-1.54%)
$KO (+2.77%)
$WMT (+2.2%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-7.21%)
$BMW (-1.65%)
$MBG (-0.52%)
Cryptos
- XRP ✅ $XRP (-0.69%)
RENDER ✅ $RENDER (-2.82%)
Bitcoin (BTC) ❌ $BTC (-1.02%)
Solana (SOL) ✅ $SOL (-2.51%)
Ethereum (ETH) ❌ $ETH (-3.78%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
