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 (+0.15%)
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 (+1.6%)
$CVX (-0.08%)
$XOM (+1.38%)
$RIO (+0.74%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0.22%)
$SREN (+0.33%)
$SLHN (-0.12%)
$HNR1 (-0.46%)
$MUV2 (-0.31%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0.27%)
$BRO (+1.37%)
$MMC (+0.59%)
$V (+0.99%)
$MA (+0.71%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu ❌ $9888 (+0.77%)
$AAPL (-0.07%)
$GOOGL (-0.67%)
$PLTR (-6.93%)
$NVDA (-0.8%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1.57%)
$NOVO B (+1.06%)
$ZTS (-0.24%)
$KO (+0.55%)
$WMT (+0.16%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-2.01%)
$BMW (-0.08%)
$MBG (+1.52%)
Cryptos
- XRP ✅ $XRP (-1.35%)
RENDER ✅ $RENDER (-3.29%)
Bitcoin (BTC) ❌ $BTC (+0.05%)
Solana (SOL) ✅ $SOL (-1.61%)
Ethereum (ETH) ❌ $ETH (-0.69%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾