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 (-0.65%)
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 (+0.47%)
$CVX (+0.49%)
$XOM (+0.87%)
$RIO (+0.31%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0.23%)
$SREN (+0.26%)
$SLHN (-1.87%)
$HNR1 (-0.08%)
$MUV2 (-0.07%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0.11%)
$BRO (+0.9%)
$MMC (+0.27%)
$V (-0.04%)
$MA (+0.26%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+3.06%)
$AAPL (-0.33%)
$GOOGL (-0.01%)
$PLTR (-1.77%)
$NVDA (-2.93%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+0.61%)
$NOVO B (-0.28%)
$ZTS (+1.52%)
$KO (+0.58%)
$WMT (+0.13%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-1.47%)
$BMW (-0.2%)
$MBG (-0.42%)
Cryptos
- XRP ✅ $XRP (-3.68%)
RENDER ✅ $RENDER (-4.09%)
Bitcoin (BTC) ❌ $BTC (-2.51%)
Solana (SOL) 👀 $SOL (-1.69%)
Ethereum (ETH) ❌ $ETH (-4.18%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾