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 (+1.02%)
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 (-0.62%)
$CVX (+0.35%)
$XOM (+0.76%)
$RIO (+2.73%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+1.3%)
$SREN (-0.04%)
$SLHN (-0.91%)
$HNR1 (+0.42%)
$MUV2 (-1.09%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0.22%)
$BRO (-1.66%)
$MMC (-2.46%)
$V (-1.58%)
$MA (-1.48%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (+7.99%)
$9888 (+7.75%)
$AAPL (+1.65%)
$GOOGL (+4.2%)
$PLTR (-5.41%)
$NVDA (+3.09%)
Health & consumption:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1.42%)
$NOVO B (+0.68%)
$ZTS (-2.75%)
$KO (+0.53%)
$WMT (+1.14%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+3.36%)
$BMW (+0.12%)
$MBG (+1%)
Cryptos
- XRP ✅ $XRP (-0.96%)
RENDER ✅ $RENDER (-2.14%)
Bitcoin (BTC) ❌ $BTC (-0.98%)
Solana (SOL) ✅ $SOL (-3.41%)
Ethereum (ETH) ❌ $ETH (-0.82%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
