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 (+0,35 %)
• 
  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 (-0,16 %)
$CVX (+1,32 %)
$XOM (+0,6 %)
$RIO (+0,97 %)

Insurers & reinsurers:

Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,37 %)
$SREN (-3,18 %)
$SLHN (-0,31 %)
$HNR1 (-3,72 %)
$MUV2 (-6,58 %)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,9 %)
$BRO (+0,96 %)
$MMC (+0 %)
$V (+1,4 %)
$MA (+1,97 %)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-0,02 %)
$AAPL (+4,2 %)
$GOOGL (+2,42 %)
$PLTR (+2,24 %)
$NVDA (+0,89 %)

Health & consumption:

Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+2,35 %)
$NOVO B (+4,47 %)
$ZTS (+0,33 %)
$KO (+0,02 %)
$WMT (+0,79 %)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2,61 %)
$BMW (+1,08 %)
$MBG (+2,5 %)

Cryptos

• XRP ✅ $XRP (+1,21 %)
• 
  RENDER ✅ $RENDER (+3,88 %)
• 
  Bitcoin (BTC) ❌ $BTC (-0,43 %)
• 
  Solana (SOL) 👀 $SOL (+2,57 %)
• 
  Ethereum (ETH) ❌ $ETH (+4,53 %)

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!

In the last few months I have learned a lot - especially through the exchange here in the community. My portfolio has changed changed a lotLess individual shares, more ETFs, and a clear strategy for the coming years.

🔹 In the past my portfolio was heavily dividend stocks characterized, above all $AAPL (+4,2 %) and Swiss stocks with high dividends.

🔹 Today I am consciously focus on more diversificationbut with a focus on Swiss equitiesin which I have been 10 years invested and will continue to do so in the long term. The whole thing is supplemented by accumulating ETFsto minimize costs.

🔹 My current focus:

✅ Swiss blue chips:
$SLHN (-0,31 %) , $ZURN (-1,4 %) , $SREN (-3,18 %) , $HOLN (+0,4 %)

✅ Tech:
$AAPL (+4,2 %) & $TSLA (+2,61 %) as strong individual values

✅ ETFs: iShares MSCI World, S&P 500 for global diversification

✅ Commodities & crypto: Gold (iShares Gold ETF) and a small Bitcoin holding

2nd and 3a pillar (95% invested in equities) as a long-term hedge (these gains are not 100% in the portfolio)

My goal is to live 50 to live largely from the dividendsmy expenses are deliberately very low should remain very low. Until then, I will not be switching my strategy to distributing ETFs, but will continue to rely on accumulating ETFsto take full advantage of the compound interest effect and optimize the tax burden.

💡 Thanks to the community, I was able to develop my strategy further - thank you for your inspiration, tips & helpful contributions! 🙌

➡️ How do you handle the issue of accumulating vs. distributing ETFs? When do you think is the best time to switch? 🤔

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 (+0,35 %) and SQBCSU, which unfortunately is not tracked on Getquin (performance in the portfolio +10.5%). In addition $SPYD (+0,12 %) saved regularly.

The savings plan also includes a few individual stocks $SLHN (-0,31 %) , $ACLN (+0,63 %) and $CTAS (+1,57 %) are included.

I believe that an 80% $BTC (-0,43 %) 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 (-1,1 %)
$SLHN (-0,31 %) and the $VHYL (+0,46 %) or what do you think? I sometimes have too many positions.

thanks for the feedback