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 (+0,05 %)
$CVX (-0,53 %)
$XOM (-0,73 %)
$RIO (-1,96 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,72 %)
$SREN (-0,8 %)
$SLHN (-1,09 %)
$HNR1 (+0,74 %)
$MUV2 (+0,71 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,27 %)
$BRO (+0,38 %)
$MMC (+0,01 %)
$V (-0,92 %)
$MA (-0,21 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-1,3 %)
$AAPL (-0,38 %)
$GOOGL (+0,96 %)
$PLTR (+5,72 %)
$NVDA (+3,43 %)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (-1,48 %)
$NOVO B (+6,28 %)
$ZTS (+0,88 %)
$KO (-0,29 %)
$WMT (-0,43 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-0,21 %)
$BMW (+0,38 %)
$MBG (+1,12 %)
Cryptos
- XRP ✅ $XRP (+2,77 %)
RENDER ✅ $RENDER (+5,83 %)
Bitcoin (BTC) ❌ $BTC (+1,97 %)
Solana (SOL) 👀 $SOL (+5,71 %)
Ethereum (ETH) ❌ $ETH (+1,98 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
