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 (+0,22 %)
$CVX (+1,24 %)
$XOM (+0,86 %)
$RIO (+0,96 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,11 %)
$SREN (-3,12 %)
$SLHN (-0,26 %)
$HNR1 (-3,68 %)
$MUV2 (-6,64 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,79 %)
$BRO (+1,48 %)
$MMC (+0,37 %)
$V (+1,61 %)
$MA (+2,06 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-0,01 %)
$AAPL (+4,37 %)
$GOOGL (+2,7 %)
$PLTR (+2,94 %)
$NVDA (+0,98 %)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+2,9 %)
$NOVO B (+4,63 %)
$ZTS (-0,11 %)
$KO (+0,25 %)
$WMT (+0,6 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2,75 %)
$BMW (+1,55 %)
$MBG (+2,73 %)
Cryptos
- XRP ✅ $XRP (+2,24 %)
RENDER ✅ $RENDER (+3,65 %)
Bitcoin (BTC) ❌ $BTC (-0,44 %)
Solana (SOL) 👀 $SOL (+2,62 %)
Ethereum (ETH) ❌ $ETH (+4,95 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
