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 (+1,21 %)
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 (+1,82 %)
$CVX (+0,32 %)
$XOM (-0,65 %)
$RIO (+1,07 %)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+1,12 %)
$SREN (+2,36 %)
$SLHN (+2,09 %)
$HNR1 (+1,17 %)
$MUV2 (-3,1 %)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,19 %)
$BRO (-3,88 %)
$MMC (-2,29 %)
$V (-1,76 %)
$MA (-4,93 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (+0,72 %)
$9888 (+4,07 %)
$AAPL (-0,38 %)
$GOOGL (+3,67 %)
$PLTR (+2,45 %)
$NVDA (-4,24 %)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,1 %)
$NOVO B (+4,52 %)
$ZTS (+0,53 %)
$KO (-0,65 %)
$WMT (+2,84 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+2,04 %)
$BMW (+0,7 %)
$MBG (+1,25 %)
Cryptos
- XRP ✅ $XRP (+0,33 %)
RENDER ✅ $RENDER (+1,72 %)
Bitcoin (BTC) ❌ $BTC (+0,25 %)
Solana (SOL) ✅ $SOL (+0,33 %)
Ethereum (ETH) ❌ $ETH (+0,63 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
