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 (+1,82 %)
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 (+1,19 %)
$CVX (+1,21 %)
$XOM (+2,88 %)
$RIO (+3,91 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,17 %)
$SREN (-0,67 %)
$SLHN (-0,71 %)
$HNR1 (-1,16 %)
$MUV2 (-1,21 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+2,09 %)
$BRO (-1,07 %)
$MMC (-0,4 %)
$V (+0,23 %)
$MA (-0,33 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (+3,69 %)
$9888 (+7,57 %)
$AAPL (+0,88 %)
$GOOGL (+2,49 %)
$PLTR (-0,79 %)
$NVDA (+3,41 %)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2,8 %)
$NOVO B (-1,61 %)
$ZTS (+2,79 %)
$KO (+0,31 %)
$WMT (+1,09 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+3,67 %)
$BMW (+4,26 %)
$MBG (+4,09 %)
Cryptos
- XRP ✅ $XRP (+5,49 %)
RENDER ✅ $RENDER (+5,77 %)
Bitcoin (BTC) ❌ $BTC (+2,26 %)
Solana (SOL) ✅ $SOL (+4,67 %)
Ethereum (ETH) ❌ $ETH (+3,32 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
