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 (-0.42%)
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 (+1.17%)
$CVX (+0%)
$XOM (+0.91%)
$RIO (+0.1%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-1.11%)
$SREN (-0.73%)
$SLHN (-2.01%)
$HNR1 (-0.42%)
$MUV2 (-0.29%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-1.36%)
$BRO (-0.15%)
$MMC (+0.28%)
$V (-0.44%)
$MA (-2.11%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-2.38%)
$9888 (-0.49%)
$AAPL (-0.66%)
$GOOGL (-0.77%)
$PLTR (+2.45%)
$NVDA (+1.73%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0.12%)
$NOVO B (+0.27%)
$ZTS (-0.68%)
$KO (+0.66%)
$WMT (-0.13%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-0.72%)
$BMW (-0.53%)
$MBG (-0.55%)
Cryptos
- XRP ✅ $XRP (+0.85%)
RENDER ✅ $RENDER (+3.05%)
Bitcoin (BTC) ❌ $BTC (+1.22%)
Solana (SOL) ✅ $SOL (+0.04%)
Ethereum (ETH) ❌ $ETH (+1.04%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
