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 (+0.63%)
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 (-0.01%)
$CVX (-0.5%)
$XOM (-2.45%)
$RIO (-0.01%)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+1.65%)
$SREN (+1.28%)
$SLHN (+1.1%)
$HNR1 (+1.13%)
$MUV2 (+0.8%)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0.08%)
$BRO (-0.24%)
$MMC (+0.16%)
$V (+0.55%)
$MA (+1.25%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (+0%)
$9888 (-1.05%)
$AAPL (+1.51%)
$GOOGL (+3.81%)
$PLTR (+0.16%)
$NVDA (+1%)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0.11%)
$NOVO B (-2.32%)
$ZTS (+1.27%)
$KO (+0.78%)
$WMT (-1.92%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-0.19%)
$BMW (+0.52%)
$MBG (+1.16%)
Cryptos
- XRP ✅ $XRP (+0.09%)
RENDER ✅ $RENDER (-0.82%)
Bitcoin (BTC) ❌ $BTC (-0.3%)
Solana (SOL) ✅ $SOL (-0.43%)
Ethereum (ETH) ❌ $ETH (-0.41%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
