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 (-0,16 %)
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 (+2,72 %)
$CVX (+2,52 %)
$XOM (+2,15 %)
$RIO (+3,37 %)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-2,74 %)
$SREN (-2,57 %)
$SLHN (-1,35 %)
$HNR1 (-0,93 %)
$MUV2 (-0,67 %)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,54 %)
$BRO (+1,83 %)
$MMC (+0,9 %)
$V (+1,28 %)
$MA (+2,08 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (-0,9 %)
$9888 (-0,49 %)
$AAPL (+1,56 %)
$GOOGL (-0,21 %)
$PLTR (+7,45 %)
$NVDA (+3,71 %)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1,08 %)
$NOVO B (+1,34 %)
$ZTS (-0,99 %)
$KO (-0,29 %)
$WMT (+0,46 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+1,25 %)
$BMW (-4,17 %)
$MBG (-3,33 %)
Cryptos
- XRP ✅ $XRP (-1,89 %)
RENDER ✅ $RENDER (-2,91 %)
Bitcoin (BTC) ❌ $BTC (-1,85 %)
Solana (SOL) ✅ $SOL (-1,98 %)
Ethereum (ETH) ❌ $ETH (-2,27 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
