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 (+0,17 %)
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 (+0,96 %)
$CVX (+0,01 %)
$XOM (+0,33 %)
$RIO (+3,74 %)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-2,44 %)
$SREN (-0,13 %)
$SLHN (-0,03 %)
$HNR1 (-1,22 %)
$MUV2 (-0,3 %)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+1,1 %)
$BRO (-2,08 %)
$MMC (+2,82 %)
$V (+1,03 %)
$MA (+1,41 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (+2,41 %)
$9888 (+0,62 %)
$AAPL (-0,07 %)
$GOOGL (-1,63 %)
$PLTR (-2,28 %)
$NVDA (-0,55 %)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,72 %)
$NOVO B (-0,28 %)
$ZTS (+0,91 %)
$KO (-1,51 %)
$WMT (-1,5 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+2 %)
$BMW (+0,92 %)
$MBG (+0,38 %)
Cryptos
- XRP ✅ $XRP (+0,33 %)
RENDER ✅ $RENDER (+0,68 %)
Bitcoin (BTC) ❌ $BTC (+0,33 %)
Solana (SOL) ✅ $SOL (+0,78 %)
Ethereum (ETH) ❌ $ETH (+0,43 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
