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 (-0.07%)
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 (-1.63%)
$CVX (-1.41%)
$XOM (-0.32%)
$RIO (-0.48%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-1.79%)
$SREN (-0.02%)
$SLHN (-0.28%)
$HNR1 (-0.9%)
$MUV2 (-0.51%)
Finance & Payments:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0.97%)
$BRO (-0.79%)
$MMC (+0.15%)
$V (-0.14%)
$MA (+0.04%)
Technology & Data:
Alphabet ❌, NVIDIA ❌, Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (+4.18%)
$9888 (-0.21%)
$AAPL (-0.53%)
$GOOGL (+0.89%)
$PLTR (+0.91%)
$NVDA (+1.14%)
Healthcare & Consumer Goods:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0.31%)
$NOVO B (-0.27%)
$ZTS (-1.2%)
$KO (+0.15%)
$WMT (+0.11%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-0.58%)
$BMW (-3.65%)
$MBG (-3.78%)
Cryptocurrencies
- XRP ✅ $XRP (-1.49%)
RENDER ✅ $RENDER (-0.08%)
Bitcoin (BTC) ❌ $BTC (-0.31%)
Solana (SOL) ✅ $SOL (-1.9%)
Ethereum (ETH) ❌ $ETH (-0.9%)
As the weekend approaches
The strategy remains the same: patience, discipline, and an eye for opportunities.
📈🌾
