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 (+0,2 %)
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 (+0,14 %)
$CVX (+1,37 %)
$XOM (+0,84 %)
$RIO (+0,56 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,45 %)
$SREN (-3,24 %)
$SLHN (-0,51 %)
$HNR1 (-3,72 %)
$MUV2 (-6,56 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,92 %)
$BRO (+0,79 %)
$MMC (+0 %)
$V (+1,1 %)
$MA (+1,77 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-0,51 %)
$AAPL (+4,08 %)
$GOOGL (+2,18 %)
$PLTR (+2,05 %)
$NVDA (+0,37 %)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+2,16 %)
$NOVO B (+4,5 %)
$ZTS (+0,17 %)
$KO (-0,04 %)
$WMT (+1,2 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2,07 %)
$BMW (+0,94 %)
$MBG (+2,35 %)
Cryptos
- XRP ✅ $XRP (+0,68 %)
RENDER ✅ $RENDER (+2,87 %)
Bitcoin (BTC) ❌ $BTC (-0,65 %)
Solana (SOL) 👀 $SOL (+1,91 %)
Ethereum (ETH) ❌ $ETH (+3,13 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾