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 (+0,3 %)
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 (-0,5 %)
$CVX (+0,34 %)
$XOM (+0,23 %)
$RIO (+1,79 %)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0,83 %)
$SREN (-2,05 %)
$SLHN (-0,64 %)
$HNR1 (-0,9 %)
$MUV2 (-2 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,13 %)
$BRO (-0,59 %)
$MMC (-0,39 %)
$V (+0,14 %)
$MA (+0,23 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-0,53 %)
$9888 (-2,66 %)
$AAPL (+0,38 %)
$GOOGL (+0,01 %)
$PLTR (-0,35 %)
$NVDA (-1,88 %)
Health & consumption:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0,33 %)
$NOVO B (+1,04 %)
$ZTS (+1,8 %)
$KO (+0,24 %)
$WMT (-0,14 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+0,31 %)
$BMW (-0,91 %)
$MBG (+0,11 %)
Cryptos
- XRP ✅ $XRP (-0,24 %)
RENDER ✅ $RENDER (-1,24 %)
Bitcoin (BTC) ❌ $BTC (-0,28 %)
Solana (SOL) ✅ $SOL (-0,31 %)
Ethereum (ETH) ❌ $ETH (-0,31 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
