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 (-0,05 %)
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 (+0,67 %)
$CVX (-0,03 %)
$XOM (-0,21 %)
$RIO (-0,8 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,58 %)
$SREN (+0,64 %)
$SLHN (+0,6 %)
$HNR1 (+0 %)
$MUV2 (+0,18 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,7 %)
$BRO (+0,67 %)
$MMC (+0,15 %)
$V (+2,35 %)
$MA (+0,58 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-1,87 %)
$9888 (-4,27 %)
$AAPL (+0,45 %)
$GOOGL (-0,6 %)
$PLTR (+0,42 %)
$NVDA (-0,68 %)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-2,04 %)
$NOVO B (-2,14 %)
$ZTS (+0,75 %)
$KO (+1,08 %)
$WMT (+0,63 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-3,53 %)
$BMW (-1,22 %)
$MBG (-0,93 %)
Cryptos
- XRP ✅ $XRP (-4,96 %)
RENDER ✅ $RENDER (-8,99 %)
Bitcoin (BTC) ❌ $BTC (-2,79 %)
Solana (SOL) ✅ $SOL (-4,7 %)
Ethereum (ETH) ❌ $ETH (-3,93 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾

