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 (+0,07 %)
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 %)
$CVX (+1,31 %)
$XOM (+1,56 %)
$RIO (+2,77 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,72 %)
$SREN (+0,74 %)
$SLHN (+0,15 %)
$HNR1 (+0,68 %)
$MUV2 (+0,35 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0,04 %)
$BRO (+0,31 %)
$MMC (+1,88 %)
$V (+0,41 %)
$MA (+0,32 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (+0,82 %)
$9888 (+0,44 %)
$AAPL (+0,12 %)
$GOOGL (+0,11 %)
$PLTR (-0,49 %)
$NVDA (-0,57 %)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0,11 %)
$NOVO B (-0,99 %)
$ZTS (+0,37 %)
$KO (+0,15 %)
$WMT (+0,09 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-1,01 %)
$BMW (+0,52 %)
$MBG (+1,22 %)
Cryptos
- XRP ✅ $XRP (-2,45 %)
RENDER ✅ $RENDER (-9,27 %)
Bitcoin (BTC) ❌ $BTC (-1,47 %)
Solana (SOL) ✅ $SOL (-2,4 %)
Ethereum (ETH) ❌ $ETH (-2,77 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
