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 (+0,66 %)
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 (+0,22 %)
$CVX (+1,26 %)
$XOM (+0,82 %)
$RIO (+0,96 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,11 %)
$SREN (-3,08 %)
$SLHN (-0,21 %)
$HNR1 (-3,68 %)
$MUV2 (-6,64 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,75 %)
$BRO (+1,45 %)
$MMC (+0,4 %)
$V (+1,63 %)
$MA (+2,06 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-0,01 %)
$AAPL (+4,37 %)
$GOOGL (+2,95 %)
$PLTR (+3,08 %)
$NVDA (+1,02 %)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+2,83 %)
$NOVO B (+4,84 %)
$ZTS (-0,09 %)
$KO (+0,32 %)
$WMT (+0,59 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2,64 %)
$BMW (+1,55 %)
$MBG (+2,73 %)
Cryptos
- XRP ✅ $XRP (+0,24 %)
RENDER ✅ $RENDER (+2,29 %)
Bitcoin (BTC) ❌ $BTC (-0,16 %)
Solana (SOL) 👀 $SOL (+1,26 %)
Ethereum (ETH) ❌ $ETH (+2,77 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾