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 (+1,09 %)
$CVX (+0,09 %)
$XOM (+0,27 %)
$RIO (+0,42 %)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+0,76 %)
$SREN (+0,46 %)
$SLHN (+0,11 %)
$HNR1 (+0,15 %)
$MUV2 (+0,09 %)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+0,11 %)
$BRO (+0,02 %)
$MMC (+0,66 %)
$V (-0,53 %)
$MA (-0,24 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (+1,86 %)
$9888 (+0,11 %)
$AAPL (+0,03 %)
$GOOGL (-0,13 %)
$PLTR (+0,1 %)
$NVDA (+0,72 %)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,27 %)
$NOVO B (-0,59 %)
$ZTS (+0,03 %)
$KO (-0,19 %)
$WMT (-0,39 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+0,83 %)
$BMW (-0,64 %)
$MBG (-0,61 %)
Cryptos
- XRP ✅ $XRP (+0,49 %)
RENDER ✅ $RENDER (-2,41 %)
Bitcoin (BTC) ❌ $BTC (+0,49 %)
Solana (SOL) ✅ $SOL (+0,4 %)
Ethereum (ETH) ❌ $ETH (+2,95 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
