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 (+0.53%)
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 (+1.9%)
$CVX (+0.99%)
$XOM (+0.25%)
$RIO (+1.73%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+0.55%)
$SREN (-1.4%)
$SLHN (+0.24%)
$HNR1 (-0.92%)
$MUV2 (-0.65%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-1.18%)
$BRO (-0.84%)
$MMC (-0.68%)
$V (-1.62%)
$MA (-3.18%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (+4.08%)
$9888 (+5.05%)
$AAPL (+2.71%)
$GOOGL (-1.98%)
$PLTR (-4.69%)
$NVDA (-0.68%)
Health & consumption:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0.37%)
$NOVO B (-2.52%)
$ZTS (-1.16%)
$KO (-0.38%)
$WMT (-1.16%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+1.97%)
$BMW (-1.32%)
$MBG (-0.24%)
Cryptos
- XRP ✅ $XRP (-4.98%)
RENDER ✅ $RENDER (-0.18%)
Bitcoin (BTC) ❌ $BTC (-4.61%)
Solana (SOL) ✅ $SOL (-6.17%)
Ethereum (ETH) ❌ $ETH (-4.75%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
