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 (+0.63%)
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 (+1.13%)
$CVX (+3.03%)
$XOM
$RIO (+1.6%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+0.15%)
$SREN (+0.93%)
$SLHN (+0.94%)
$HNR1 (-0.12%)
$MUV2 (+0.82%)
Finance & Payments:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+2.27%)
$BRO (-0.13%)
$MMC (-0.33%)
$V (+0.74%)
$MA (+0.65%)
Technology & Data:
Alphabet ❌, NVIDIA ❌, Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (+2.36%)
$9888 (-0.33%)
$AAPL (+0.18%)
$GOOGL (-0.69%)
$PLTR (-1.76%)
$NVDA (+2.68%)
Healthcare & Consumer Goods:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-1.25%)
$NOVO B (-0.23%)
$ZTS (+1.56%)
$KO (+1.86%)
$WMT (+2.82%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-1.36%)
$BMW (-0.46%)
$MBG (+0.8%)
Cryptocurrencies
- XRP ✅ $XRP (+0.03%)
RENDER ✅ $RENDER (+0.03%)
Bitcoin (BTC) ❌ $BTC (+0.01%)
Solana (SOL) ✅ $SOL (+0.03%)
Ethereum (ETH) ❌ $ETH (+0.03%)
As the weekend approaches
The strategy remains the same: patience, discipline, and an eye for opportunities.
📈🌾
