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 (+0.66%)
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 (+0.22%)
$CVX (+1.26%)
$XOM (+0.82%)
$RIO (+0.96%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0.11%)
$SREN (-3.08%)
$SLHN (-0.21%)
$HNR1 (-3.68%)
$MUV2 (-6.64%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0.75%)
$BRO (+1.45%)
$MMC (+0.4%)
$V (+1.63%)
$MA (+2.06%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-0.01%)
$AAPL (+4.37%)
$GOOGL (+2.95%)
$PLTR (+3.08%)
$NVDA (+1.02%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+2.83%)
$NOVO B (+4.84%)
$ZTS (-0.09%)
$KO (+0.32%)
$WMT (+0.59%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2.64%)
$BMW (+1.55%)
$MBG (+2.73%)
Cryptos
- XRP ✅ $XRP (-0.67%)
RENDER ✅ $RENDER (-0.4%)
Bitcoin (BTC) ❌ $BTC (-0.26%)
Solana (SOL) 👀 $SOL (-0.71%)
Ethereum (ETH) ❌ $ETH (-0.87%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
