A portfolio that delivers long-term returns, grows steadily, and remains well-balanced. The focus is on global diversification, strong dividend-paying stocks, stable industry leaders, and a strategic allocation of forward-looking stocks, including those in the crypto sector.
✅ = already included
👀 = on the watchlist, price will soon be attractive
❌ = not yet attractively priced at this time
ETF Selection
- FTSE All World ✅ = Global coverage, broadly diversified. $VWRL (-1.23%)
MSCI World Tech ✅ = Focus on innovative technology stocks.- Defense USD 👀 = Stability through defense and security.
- FTSE High Dividend 👀 = Dividend-oriented complement.
Individual Stock Focus
Energy & Commodities:
Shell ✅, Chevron ❌, Exxon ❌, Rio Tinto ❌ $SHEL (+0.1%)
$CVX (+1.29%)
$XOM (+1.7%)
$RIO (+0.71%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0.19%)
$SREN (+1.83%)
$SLHN (+0.22%)
$HNR1 (+2.26%)
$MUV2 (+1.83%)
Finance & Payments:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0.8%)
$BRO (+3.05%)
$MMC (+2%)
$V (+0.49%)
$MA (-0.23%)
Technology & Data:
Alphabet ❌, NVIDIA ❌, Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-0.51%)
$9888 (-0.74%)
$AAPL (-1.58%)
$GOOGL (+0%)
$PLTR (-5.23%)
$NVDA (-2.63%)
Healthcare & Consumer Goods:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-1.54%)
$NOVO B (+2.56%)
$ZTS (+1.84%)
$KO (+0.52%)
$WMT (+1.31%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+0.6%)
$BMW (-0.05%)
$MBG (+0.45%)
Cryptocurrencies
- XRP ✅ $XRP (+0.51%)
RENDER ✅ $RENDER (+2.91%)
Bitcoin (BTC) ❌ $BTC (+0.81%)
Solana (SOL) ✅ $SOL (+0.87%)
Ethereum (ETH) ❌ $ETH (+0.57%)
As the weekend approaches
The strategy remains the same: patience, discipline, and an eye for opportunities.
📈🌾
