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 (-0.04%)
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 (+0.6%)
$CVX (-0.08%)
$XOM (-0.25%)
$RIO (-0.83%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0.65%)
$SREN (+0.62%)
$SLHN (+0.59%)
$HNR1 (+0%)
$MUV2 (+0.22%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0.62%)
$BRO (+0.79%)
$MMC (+0.19%)
$V (+2.38%)
$MA (+0.56%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-1.87%)
$9888 (-4.3%)
$AAPL (+0.49%)
$GOOGL (-0.57%)
$PLTR (+0.52%)
$NVDA (-0.78%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-2.08%)
$NOVO B (-2.09%)
$ZTS (+0.85%)
$KO (+1.14%)
$WMT (+0.68%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-3.41%)
$BMW (-1.22%)
$MBG (-0.97%)
Cryptos
- XRP ✅ $XRP (-4.95%)
RENDER ✅ $RENDER (-9.26%)
Bitcoin (BTC) ❌ $BTC (-2.75%)
Solana (SOL) ✅ $SOL (-4.88%)
Ethereum (ETH) ❌ $ETH (-3.94%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾

