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 (+0,53 %)
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 (+0,31 %)
$CVX (+0,1 %)
$XOM (+0,22 %)
$RIO (-1,79 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,62 %)
$SREN (+0,08 %)
$SLHN (-0,71 %)
$HNR1 (+0,7 %)
$MUV2 (+0,64 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0,54 %)
$BRO (+0,83 %)
$MMC (+0,66 %)
$V (-0,26 %)
$MA (+1,4 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-1,04 %)
$AAPL (-0,47 %)
$GOOGL (+1,35 %)
$PLTR (+4,84 %)
$NVDA (+2,96 %)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+0,81 %)
$NOVO B (+6,59 %)
$ZTS (+0,89 %)
$KO (-0,18 %)
$WMT (-0,28 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+1,25 %)
$BMW (+0,38 %)
$MBG (+1,19 %)
Cryptos
- XRP ✅ $XRP (+3,41 %)
RENDER ✅ $RENDER (+5,3 %)
Bitcoin (BTC) ❌ $BTC (+2,03 %)
Solana (SOL) 👀 $SOL (+4,14 %)
Ethereum (ETH) ❌ $ETH (+1,97 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
