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 (-0,88 %)
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 (+0,42 %)
$CVX (+0,94 %)
$XOM (+0,91 %)
$RIO (-7,37 %)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-1,1 %)
$SREN (-2,93 %)
$SLHN (-1,86 %)
$HNR1 (+0,51 %)
$MUV2 (-1,52 %)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-1,99 %)
$BRO (-0,76 %)
$MMC (-1,37 %)
$V (-0,54 %)
$MA (-0,81 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (-0,38 %)
$9888 (-1,65 %)
$AAPL (-0,43 %)
$GOOGL (-1,45 %)
$PLTR (-1,41 %)
$NVDA (-1,84 %)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-1,21 %)
$NOVO B (-1,09 %)
$ZTS (-0,25 %)
$KO (+0,2 %)
$WMT (+0,33 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-3,12 %)
$BMW (-1,25 %)
$MBG (-1,1 %)
Cryptos
- XRP ✅ $XRP (-1,35 %)
RENDER ✅ $RENDER (-2,07 %)
Bitcoin (BTC) ❌ $BTC (+0,11 %)
Solana (SOL) ✅ $SOL (-0,96 %)
Ethereum (ETH) ❌ $ETH (-0,73 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
