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 (+0,45 %)
• 
  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 (-0,75 %)
$CVX (-1,18 %)
$XOM (-1,53 %)
$RIO (+1,15 %)

Insurers & reinsurers:

Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+1,16 %)
$SREN (+1,05 %)
$SLHN (+0,68 %)
$HNR1 (+1,73 %)
$MUV2 (+1,77 %)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,17 %)
$BRO (+0,69 %)
$MMC (+0,83 %)
$V (+1,37 %)
$MA (+0,96 %)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀

Alibaba ✅ $BABA (-2,79 %)
$9888 (-1,68 %)
$AAPL (-0,14 %)
$GOOGL (+0,16 %)
$PLTR (-0,04 %)
$NVDA (-3,3 %)

Health & consumption:

Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2 %)
$NOVO B (+2,95 %)
$ZTS (+4,38 %)
$KO (-0,59 %)
$WMT (+2,03 %)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-0,4 %)
$BMW (+1,13 %)
$MBG (+1,19 %)

Cryptos

• XRP ✅ $XRP (-0,71 %)
• 
  RENDER ✅ $RENDER (-0,42 %)
• 
  Bitcoin (BTC) ❌ $BTC (-0,25 %)
• 
  Solana (SOL) ✅ $SOL (-0,09 %)
• 
  Ethereum (ETH) ❌ $ETH (-0,66 %)

For the weekend

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

📈🌾

Nice to see that Swiss shares are tradable on TR again. A savings plan has been set up until the position is full.

Have a nice evening!

Hello,

I would like to take this opportunity to present my portfolio to you.

I use Bitcoin to save money that will not be inflated away and is not an investment for me, but something I use to save.

I don't care about the ups and downs. In the long term (<4 years) there is only one direction.

For the rest, I use something like a core-satellite strategy. For the core, I save the $VWRL (+0,45 %) and SQBCSU, which unfortunately is not tracked on Getquin (performance in the portfolio +10.5%). In addition $SPYD (+0,88 %) saved regularly.

The savings plan also includes a few individual stocks $SLHN (+0,68 %) , $ACLN (-0,48 %) and $CTAS (-0,06 %) are included.

I believe that an 80% $BTC (-0,25 %) of the remaining 20% 70/30 in Core / Satellite will clearly outperform standard portfolios in the long term.

The goal is to have a Bitcoin at the age of 30 and to have 50k in Core and Satellite. (Still 5 years to go)

I look forward to your opinions🐇✌🏻

Good day

i would like to hear your opinion on this...

for some time now, i have been considering selling all small positions or all positions below 3000 and investing mainly in swiss equities such as $ROG (+2,1 %)
$SLHN (+0,68 %) and the $VHYL (+0,71 %) or what do you think? I sometimes have too many positions.

thanks for the feedback