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 (-0.98%)
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%)
$CVX (-1.24%)
$XOM (-1.06%)
$RIO (+0.43%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0.79%)
$SREN (+0.31%)
$SLHN (+0.14%)
$HNR1 (+0.19%)
$MUV2 (+0.12%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0.02%)
$BRO (+2.61%)
$MMC (+1.49%)
$V (+0.4%)
$MA (+1.21%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-0.9%)
$9888 (-2.56%)
$AAPL (-0.42%)
$GOOGL (-3.46%)
$PLTR (-2.82%)
$NVDA (-3.26%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1.45%)
$NOVO B (-0.2%)
$ZTS (+0%)
$KO (+1.67%)
$WMT (+2.51%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+1.52%)
$BMW (+0.46%)
$MBG (+0.33%)
Cryptos
- XRP ✅ $XRP (+0.22%)
RENDER ✅ $RENDER (+0.24%)
Bitcoin (BTC) ❌ $BTC (+0.26%)
Solana (SOL) ✅ $SOL (+0.43%)
Ethereum (ETH) ❌ $ETH (+0.35%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
