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 (-2,27 %)
$CVX (+0,38 %)
$XOM (+0,26 %)
$RIO (-1,32 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,69 %)
$SREN (-0,11 %)
$SLHN (-0,46 %)
$HNR1 (+0 %)
$MUV2 (-0,04 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,19 %)
$BRO (-0,22 %)
$MMC (-0,14 %)
$V (-0,31 %)
$MA (-0,39 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-0,32 %)
$9888 (-1,31 %)
$AAPL (-1,05 %)
$GOOGL (+0,82 %)
$PLTR (-0,01 %)
$NVDA (+0,44 %)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0,17 %)
$NOVO B (+0,33 %)
$ZTS (+0,14 %)
$KO (+0,04 %)
$WMT (-0,87 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-0,57 %)
$BMW (-2,57 %)
$MBG (-1,52 %)
Cryptos
- XRP ✅ $XRP (-3,64 %)
RENDER ✅ $RENDER (-5,97 %)
Bitcoin (BTC) ❌ $BTC (-0,6 %)
Solana (SOL) ✅ $SOL (-1,26 %)
Ethereum (ETH) ❌ $ETH (-1,05 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
