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 (-0.8%)
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 (+0.09%)
$CVX (+0.65%)
$XOM (+0.74%)
$RIO (+0.31%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0.21%)
$SREN (+0.23%)
$SLHN (-1.9%)
$HNR1 (-0.32%)
$MUV2 (-0.18%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0.1%)
$BRO (+1.18%)
$MMC (-0.06%)
$V (+0.43%)
$MA (+0.83%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+3.79%)
$AAPL (-0.48%)
$GOOGL (-0.26%)
$PLTR (-1.51%)
$NVDA (-3.45%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+0.23%)
$NOVO B (+0.19%)
$ZTS (+1.44%)
$KO (+0.4%)
$WMT (+0.04%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-3.02%)
$BMW (-0.7%)
$MBG (-0.48%)
Cryptos
- XRP ✅ $XRP (-4.27%)
RENDER ✅ $RENDER (-4.43%)
Bitcoin (BTC) ❌ $BTC (-3.32%)
Solana (SOL) 👀 $SOL (-3.32%)
Ethereum (ETH) ❌ $ETH (-3.48%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
