Would like to build up a long-term position in Exxon Mobil. In the event of price weakness, further purchases will be made!

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 (-0,15 %)
• 
  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 (-0,74 %)
$CVX (-0,6 %)
$XOM (+0,01 %)
$RIO (+0,25 %)

Insurers & reinsurers:

Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,48 %)
$SREN (+1,57 %)
$SLHN (-0,82 %)
$HNR1 (+3,47 %)
$MUV2 (+1,87 %)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,42 %)
$BRO (-0,71 %)
$MMC (-0,12 %)
$V (-1,22 %)
$MA (-1,2 %)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+2,67 %)
$AAPL (+1,9 %)
$GOOGL (+0,02 %)
$PLTR (+4,15 %)
$NVDA (+0,32 %)

Health & consumption:

Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (-0,25 %)
$NOVO B (+0,98 %)
$ZTS (-1,6 %)
$KO (-1 %)
$WMT (+0,81 %)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+7,29 %)
$BMW (-0,93 %)
$MBG (-0,84 %)

Cryptos

• XRP ✅ $XRP (+0,76 %)
• 
  RENDER ✅ $RENDER (+0,59 %)
• 
  Bitcoin (BTC) ❌ $BTC (+0,03 %)
• 
  Solana (SOL) 👀 $SOL (-0,06 %)
• 
  Ethereum (ETH) ❌ $ETH (+0,1 %)

For the weekend

Strategy remains: Patience, discipline and an eye for opportunities.

📈🌾

$HEIA (-1,08 %)
$EL (-0,67 %)
$NUE (-1,22 %)
$CDNS (-2,87 %)
$WM (-1,07 %)
$MSFT (+1,74 %)
$V (-1,22 %)
$OR (-0,77 %)
$AZN (-1,21 %)
$MRK (-2,48 %)
$PG (-0,41 %)
$SBUX (-0,51 %)
$BCS (-0,28 %)
$META (+0,41 %)
$BABA (-0,3 %)
$QCOM (+0,26 %)
$AIR (+0 %)
$HSBC (-0,43 %)
$GSK (-1,79 %)
$MBG (-0,84 %)
$F (-0,4 %)
$AAPL (+1,9 %)
$AMZN (-0,74 %)
$MA (-1,2 %)
$7203 (-0,93 %)
$SHEL (-0,74 %)
$005930
$SNY (-0,99 %)
$CMCSA (-1,06 %)
$COIN (+0,07 %)
$NET (-1,57 %)
$XOM (+0,01 %)
$CVX (-0,6 %)
$CS (-0,05 %)
$NTDOY (-1,93 %)
$CL (-0,72 %)
$DTG (-0,17 %)
$UNH (-0,25 %)

Royal Gold acquires Sandstorm and Horizon for 3.7 billion dollars

Royal Gold $RGLD (+0,06 %) announced exciting news on Monday: The company plans to purchase two significant acquisitions totaling approximately $3.7 billion. This includes the acquisition of Sandstorm Gold $SSL (+0,4 %) for 3.5 billion dollars in shares and Horizon Copper $VZ (-0,16 %) for 196 million dollars in cash. These strategic steps are expected to be completed in the fourth quarter of this year. CEO Bill Heissenbuttel emphasizes that these acquisitions support Royal Gold's goal of securing high-quality, long-life precious metal resources in mining-friendly regions. Although Royal Gold shares fell by more than 6% on Monday, the company has already gained more than a quarter of its value this year, which is a positive development in a challenging market environment.

ExxonMobil discovers gas deposits off Cyprus

In the USA, ExxonMobil $XOM (+0,01 %) in collaboration with Qatar Energy International, has discovered another promising natural gas deposit south of Cyprus. This discovery could significantly strengthen the region's status as a major energy exporter and help Europe to reduce its dependence on Russian energy sources. The deposit was discovered in the Pegasus-1 well, which is located approximately 190 kilometers southwest of Cyprus at a depth of 1,921 meters. No estimates of the amount of gas that may be present in this deposit have been released to date. The Cypriot authorities report that this is the sixth natural gas deposit discovered in Cyprus' economic zone in the last 14 years. In addition, the Eni-Total consortia also hold licenses in the region and could potentially work with ExxonMobil to develop these promising deposits in the future.

Sources:

https://finance.yahoo.com/news/royal-gold-stock-drops-firm-175534343.html

https://finance.yahoo.com/news/exxonmobil-partner-qatar-energy-natural-181923944.html