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 (+0,63 %)
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 (-0,01 %)
$CVX (-0,5 %)
$XOM (-2,45 %)
$RIO (-0,01 %)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+1,65 %)
$SREN (+1,28 %)
$SLHN (+1,1 %)
$HNR1 (+1,13 %)
$MUV2 (+0,8 %)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,08 %)
$BRO (-0,24 %)
$MMC (+0,16 %)
$V (+0,55 %)
$MA (+1,25 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (+0 %)
$9888 (-1,05 %)
$AAPL (+1,51 %)
$GOOGL (+3,81 %)
$PLTR (+0,16 %)
$NVDA (+1 %)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,11 %)
$NOVO B (-2,32 %)
$ZTS (+1,27 %)
$KO (+0,78 %)
$WMT (-1,92 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-0,19 %)
$BMW (+0,52 %)
$MBG (+1,16 %)
Cryptos
- XRP ✅ $XRP (-0,1 %)
RENDER ✅ $RENDER (-1,03 %)
Bitcoin (BTC) ❌ $BTC (-0,35 %)
Solana (SOL) ✅ $SOL (-0,63 %)
Ethereum (ETH) ❌ $ETH (-0,51 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
