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 (-0,95 %)
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 (+0,75 %)
$CVX (+1,19 %)
$XOM (+0,96 %)
$RIO (-7,37 %)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-1,27 %)
$SREN (-1,99 %)
$SLHN (-0,98 %)
$HNR1 (+0,82 %)
$MUV2 (-1,5 %)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-2,08 %)
$BRO (-0,9 %)
$MMC (-1,56 %)
$V (-0,97 %)
$MA (-1,47 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (-0,28 %)
$9888 (-1,42 %)
$AAPL (-0,79 %)
$GOOGL (-1,69 %)
$PLTR (-1,42 %)
$NVDA (-1,6 %)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-1,56 %)
$NOVO B (-1,52 %)
$ZTS (-0,22 %)
$KO (-0,52 %)
$WMT (-0,22 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-2,49 %)
$BMW (-0,93 %)
$MBG (-0,58 %)
Cryptos
- XRP ✅ $XRP (-0,65 %)
RENDER ✅ $RENDER (-0,42 %)
Bitcoin (BTC) ❌ $BTC (+0,4 %)
Solana (SOL) ✅ $SOL (-0,15 %)
Ethereum (ETH) ❌ $ETH (+0,02 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
