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 (+0.53%)
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 (-0.32%)
$CVX (-0.2%)
$XOM (-0.66%)
$RIO (+2.07%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+0.84%)
$SREN (+0.15%)
$SLHN (-0.09%)
$HNR1 (+0.48%)
$MUV2 (+0.74%)
Finance & Payments:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0.98%)
$BRO (+0.97%)
$MMC (+0.24%)
$V (+1.35%)
$MA (+0.24%)
Technology & Data:
Alphabet ❌, NVIDIA ❌, Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-8.5%)
$9888 (+1.23%)
$AAPL (-0.76%)
$GOOGL (+1.27%)
$PLTR (+3.29%)
$NVDA (-0.88%)
Healthcare & Consumer Goods:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1.43%)
$NOVO B (+1.13%)
$ZTS (+3.11%)
$KO (+0.47%)
$WMT (-0.39%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+4.63%)
$BMW (+1.67%)
$MBG (+1.45%)
Cryptocurrencies
- XRP ✅ $XRP (+5.52%)
RENDER ✅ $RENDER (-2.58%)
Bitcoin (BTC) ❌ $BTC (-1.93%)
Solana (SOL) ✅ $SOL (-0.5%)
Ethereum (ETH) ❌ $ETH (-3.57%)
As the weekend approaches
The strategy remains the same: patience, discipline, and an eye for opportunities.
📈🌾
