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%)
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 (+1.52%)
$CVX (+2.08%)
$XOM (-0.25%)
$RIO (-0.29%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0.03%)
$SREN (+0.16%)
$SLHN (-0.39%)
$HNR1 (-0.59%)
$MUV2 (-0.31%)
Finance & Payments:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0.54%)
$BRO (-0.68%)
$MMC (-0.98%)
$V (+0.06%)
$MA (+0.34%)
Technology & Data:
Alphabet ❌, NVIDIA ❌, Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (+5.16%)
$9888 (+2.5%)
$AAPL (-2.89%)
$GOOGL (+6.34%)
$PLTR (+0.05%)
$NVDA (+2.15%)
Healthcare & Consumer Goods:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0.19%)
$NOVO B (-8.33%)
$ZTS (+1.36%)
$KO (+0.1%)
$WMT (+0.07%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+0.25%)
$BMW (-1.74%)
$MBG (-1.09%)
Cryptocurrencies
- XRP ✅ $XRP (+2.1%)
RENDER ✅ $RENDER (+0.79%)
Bitcoin (BTC) ❌ $BTC (+0.97%)
Solana (SOL) ✅ $SOL (+2.17%)
Ethereum (ETH) ❌ $ETH (+1.74%)
As the weekend approaches
The strategy remains the same: patience, discipline, and an eye for opportunities.
📈🌾
