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 (+0,19 %)
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 (+0,57 %)
$CVX (+0,4 %)
$XOM (+0,54 %)
$RIO (+0 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,83 %)
$SREN (+1,19 %)
$SLHN (-1,05 %)
$HNR1 (+0,45 %)
$MUV2 (+0,56 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+1,12 %)
$BRO (+0,34 %)
$MMC (+0,46 %)
$V (+0,44 %)
$MA (-0,05 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu ❌ $9888 (+0,11 %)
$AAPL (+0,08 %)
$GOOGL (+0,13 %)
$PLTR (+1,29 %)
$NVDA (+0,84 %)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1,32 %)
$NOVO B (+1,68 %)
$ZTS (+0,44 %)
$KO (+0,26 %)
$WMT (+0,27 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+0,36 %)
$BMW (-5,86 %)
$MBG (-0,88 %)
Cryptos
- XRP ✅ $XRP (+0,28 %)
RENDER ✅ $RENDER (-1,42 %)
Bitcoin (BTC) ❌ $BTC (+0,85 %)
Solana (SOL) ✅ $SOL (-0,44 %)
Ethereum (ETH) ❌ $ETH (+0,24 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾