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 (+0.21%)
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 (+1.57%)
$CVX (+1.45%)
$XOM (+0.72%)
$RIO (-1.18%)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0.16%)
$SREN (+0.89%)
$SLHN (-0.42%)
$HNR1 (+0.37%)
$MUV2 (+0.98%)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+2.06%)
$BRO (+2.41%)
$MMC (+2.4%)
$V (+1.18%)
$MA (+1.22%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (-0.94%)
$9888 (-0.5%)
$AAPL (+0.52%)
$GOOGL (+0.18%)
$PLTR (+1.5%)
$NVDA (+1.17%)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1.58%)
$NOVO B (+1.36%)
$ZTS (+1.01%)
$KO (+1.24%)
$WMT (+1.51%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-4.75%)
$BMW (+0.4%)
$MBG (-0.23%)
Cryptos
- XRP ✅ $XRP (+0.4%)
RENDER ✅ $RENDER (+3%)
Bitcoin (BTC) ❌ $BTC (+0.01%)
Solana (SOL) ✅ $SOL (+1.42%)
Ethereum (ETH) ❌ $ETH (-0.38%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
