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 (+0.11%)
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 (-0.28%)
$CVX (+3.13%)
$XOM (+0.12%)
$RIO (+0.89%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-2.01%)
$SREN (-1.49%)
$SLHN (-1.35%)
$HNR1 (-1.66%)
$MUV2 (-1.81%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+1.16%)
$BRO (-1.15%)
$MMC (-0.53%)
$V (-0.89%)
$MA (-0.7%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-2.58%)
$9888 (-0.63%)
$AAPL (-3.43%)
$GOOGL (-1.49%)
$PLTR (+2%)
$NVDA (-0.82%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-1.14%)
$NOVO B (-1.28%)
$ZTS (-0.02%)
$KO (+0.08%)
$WMT (-1.03%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2.38%)
$BMW (-0.84%)
$MBG (-0.76%)
Cryptos
- XRP ✅ $XRP (+0.45%)
RENDER ✅ $RENDER (-0.21%)
Bitcoin (BTC) ❌ $BTC (+0.47%)
Solana (SOL) ✅ $SOL (-0.53%)
Ethereum (ETH) ❌ $ETH (-0.16%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
