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 (+0,21 %)
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 (+1,57 %)
$CVX (+1,45 %)
$XOM (+0,72 %)
$RIO (-1,18 %)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0,16 %)
$SREN (+0,89 %)
$SLHN (-0,42 %)
$HNR1 (+0,37 %)
$MUV2 (+0,98 %)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+2,06 %)
$BRO (+2,41 %)
$MMC (+2,4 %)
$V (+1,18 %)
$MA (+1,22 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (-0,94 %)
$9888 (-0,5 %)
$AAPL (+0,52 %)
$GOOGL (+0,18 %)
$PLTR (+1,5 %)
$NVDA (+1,17 %)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1,58 %)
$NOVO B (+1,36 %)
$ZTS (+1,01 %)
$KO (+1,24 %)
$WMT (+1,51 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-4,75 %)
$BMW (+0,4 %)
$MBG (-0,23 %)
Cryptos
- XRP ✅ $XRP (-1,05 %)
RENDER ✅ $RENDER (-0,94 %)
Bitcoin (BTC) ❌ $BTC (+0,2 %)
Solana (SOL) ✅ $SOL (-1,05 %)
Ethereum (ETH) ❌ $ETH (+0,09 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
