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 (+0.26%)
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 (+0.26%)
$CVX (-0.35%)
$XOM (-0.68%)
$RIO (-2.27%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0.72%)
$SREN (-0.37%)
$SLHN (-1.12%)
$HNR1 (+0.62%)
$MUV2 (+0.75%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0.63%)
$BRO (+0.28%)
$MMC (-0.48%)
$V (-1.86%)
$MA (-0.75%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-1.34%)
$AAPL (-0.23%)
$GOOGL (+1.22%)
$PLTR (+5.44%)
$NVDA (+3.41%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (-2.04%)
$NOVO B (+6.74%)
$ZTS (+0.65%)
$KO (-0.63%)
$WMT (-0.58%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-1.77%)
$BMW (+0.31%)
$MBG (+1.23%)
Cryptos
- XRP ✅ $XRP (+2.73%)
RENDER ✅ $RENDER (+6%)
Bitcoin (BTC) ❌ $BTC (+1.88%)
Solana (SOL) 👀 $SOL (+4.66%)
Ethereum (ETH) ❌ $ETH (+1.68%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
