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 (-0,25 %)
• 
  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 (+0,7 %)
$CVX (+0,09 %)
$XOM (+0,02 %)
$RIO (+1,06 %)

Insurers & reinsurers:

Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-1,57 %)
$SREN (-1,47 %)
$SLHN (-1,33 %)
$HNR1 (-1,4 %)
$MUV2 (-0,85 %)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0,22 %)
$BRO (-0,07 %)
$MMC (+0,17 %)
$V (-0,04 %)
$MA (+0,2 %)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀

Alibaba ✅ $BABA (-2,02 %)
$9888 (-1,03 %)
$AAPL (-0,3 %)
$GOOGL (-0,1 %)
$PLTR (+1,79 %)
$NVDA (+0,88 %)

Health & consumption:

Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,06 %)
$NOVO B (+0,65 %)
$ZTS (-0,56 %)
$KO (-0,31 %)
$WMT (+0,13 %)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+0,11 %)
$BMW (+0,7 %)
$MBG (-0,08 %)

Cryptos

• XRP ✅ $XRP (+0,28 %)
• 
  RENDER ✅ $RENDER (+0,94 %)
• 
  Bitcoin (BTC) ❌ $BTC (+0,92 %)
• 
  Solana (SOL) ✅ $SOL (+0,97 %)
• 
  Ethereum (ETH) ❌ $ETH (+1,18 %)

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 (-0,25 %) and SQBCSU, which unfortunately is not tracked on Getquin (performance in the portfolio +10.5%). In addition $SPYD (-0,42 %) saved regularly.

The savings plan also includes a few individual stocks $SLHN (-1,33 %) , $ACLN (-0,78 %) and $CTAS (+0,13 %) are included.

I believe that an 80% $BTC (+0,92 %) 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 (+0,78 %)
$SLHN (-1,33 %) and the $VHYL (-0,28 %) or what do you think? I sometimes have too many positions.

thanks for the feedback