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 (+0.67%)
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 (+2.78%)
$CVX (+3.11%)
$XOM (+1.83%)
$RIO (+0.94%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0.77%)
$SREN (+0.21%)
$SLHN (+0.6%)
$HNR1 (-2.43%)
$MUV2 (-2.94%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-1.48%)
$BRO (-3.62%)
$MMC (-2.55%)
$V (-1.75%)
$MA (-1.99%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (+4.98%)
$9888 (+14.05%)
$AAPL (-0.45%)
$GOOGL (+0.93%)
$PLTR (-8.17%)
$NVDA (+0.47%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2.52%)
$NOVO B (+1.14%)
$ZTS (+0.21%)
$KO (-1.14%)
$WMT (+0.48%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-4.52%)
$BMW (+2.73%)
$MBG (+2.48%)
Cryptos
- XRP ✅ $XRP (-0.05%)
RENDER ✅ $RENDER (+0.26%)
Bitcoin (BTC) ❌ $BTC (-0.29%)
Solana (SOL) ✅ $SOL (-0.99%)
Ethereum (ETH) ❌ $ETH (-1.02%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
