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.

📈🌾

Nice to see that Swiss shares are tradable on TR again. A savings plan has been set up until the position is full.

Have a nice evening!

Hello,

I would like to take this opportunity to present my portfolio to you.

I use Bitcoin to save money that will not be inflated away and is not an investment for me, but something I use to save.

I don't care about the ups and downs. In the long term (<4 years) there is only one direction.

For the rest, I use something like a core-satellite strategy. For the core, I save the $VWRL (-0.04%) and SQBCSU, which unfortunately is not tracked on Getquin (performance in the portfolio +10.5%). In addition $SPYD (+0.93%) saved regularly.

The savings plan also includes a few individual stocks $SLHN (+0.59%) , $ACLN (+0.67%) and $CTAS (+1.28%) are included.

I believe that an 80% $BTC (-2.75%) of the remaining 20% 70/30 in Core / Satellite will clearly outperform standard portfolios in the long term.

The goal is to have a Bitcoin at the age of 30 and to have 50k in Core and Satellite. (Still 5 years to go)

I look forward to your opinions🐇✌🏻

Good day

i would like to hear your opinion on this...

for some time now, i have been considering selling all small positions or all positions below 3000 and investing mainly in swiss equities such as $ROG (+0.14%)
$SLHN (+0.59%) and the $VHYL (+0.02%) or what do you think? I sometimes have too many positions.

thanks for the feedback