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 (+0,11 %)
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 (+3,13 %)
$XOM (+0,12 %)
$RIO (+0,89 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-2,01 %)
$SREN (-1,49 %)
$SLHN (-1,35 %)
$HNR1 (-1,66 %)
$MUV2 (-1,81 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+1,16 %)
$BRO (-1,15 %)
$MMC (-0,53 %)
$V (-0,89 %)
$MA (-0,7 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-2,58 %)
$9888 (-0,63 %)
$AAPL (-3,43 %)
$GOOGL (-1,49 %)
$PLTR (+2 %)
$NVDA (-0,82 %)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-1,14 %)
$NOVO B (-1,28 %)
$ZTS (-0,02 %)
$KO (+0,08 %)
$WMT (-1,03 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2,38 %)
$BMW (-0,84 %)
$MBG (-0,76 %)
Cryptos
- XRP ✅ $XRP (-0,13 %)
RENDER ✅ $RENDER (+4,89 %)
Bitcoin (BTC) ❌ $BTC (+0,56 %)
Solana (SOL) ✅ $SOL (-0,98 %)
Ethereum (ETH) ❌ $ETH (+0,53 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
