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 (-0,27 %)
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 (-0,05 %)
$CVX (+0,91 %)
$XOM (+1,06 %)
$RIO (+0,95 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,38 %)
$SREN (+0,29 %)
$SLHN (+0,07 %)
$HNR1 (+0,08 %)
$MUV2 (+0,38 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,84 %)
$BRO (+0,22 %)
$MMC (+0,06 %)
$V (-0,35 %)
$MA (-0,11 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-4,18 %)
$AAPL (+0,66 %)
$GOOGL (+0 %)
$PLTR (-3,18 %)
$NVDA (-3,06 %)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+1,22 %)
$NOVO B (+2,1 %)
$ZTS (+0 %)
$KO (+0,05 %)
$WMT (-0,19 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-1,21 %)
$BMW (-1,29 %)
$MBG (-1,55 %)
Cryptos
- XRP ✅ $XRP (+0,83 %)
RENDER ✅ $RENDER (-0,39 %)
Bitcoin (BTC) ❌ $BTC (+1,36 %)
Solana (SOL) 👀 $SOL (+3,4 %)
Ethereum (ETH) ❌ $ETH (+1,31 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾