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 (-0,52 %)
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 (+0,28 %)
$CVX (-0,02 %)
$XOM (+0 %)
$RIO (+1,08 %)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+0,22 %)
$SREN (+0,57 %)
$SLHN (+0,85 %)
$HNR1 (+0,33 %)
$MUV2 (+0,44 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,54 %)
$BRO (-0,37 %)
$MMC (-0,45 %)
$V (+0,11 %)
$MA (+0,05 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-2,78 %)
$9888 (-6 %)
$AAPL (+0,81 %)
$GOOGL (-0,86 %)
$PLTR (-0,19 %)
$NVDA (-0,97 %)
Health & consumption:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0,05 %)
$NOVO B (+0,82 %)
$ZTS (+0,55 %)
$KO (+0,4 %)
$WMT (+0,6 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-0,66 %)
$BMW (+1,58 %)
$MBG (+1,74 %)
Cryptos
- XRP ✅ $XRP (-1,01 %)
RENDER ✅ $RENDER (-0,54 %)
Bitcoin (BTC) ❌ $BTC (-1,15 %)
Solana (SOL) ✅ $SOL (-1 %)
Ethereum (ETH) ❌ $ETH (-1,13 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
