A portfolio that delivers long-term returns, grows steadily, and remains well-balanced. The focus is on global diversification, strong dividend-paying stocks, stable industry leaders, and a strategic allocation of forward-looking stocks, including those in the crypto sector.
✅ = already included
👀 = on the watchlist, price will soon be attractive
❌ = not yet attractively priced at this time
ETF Selection
- FTSE All World ✅ = Global coverage, broadly diversified. $VWRL (-0,46 %)
MSCI World Tech ✅ = Focus on innovative technology stocks.- Defense USD 👀 = Stability through defense and security.
- FTSE High Dividend 👀 = Dividend-oriented complement.
Individual Stock Focus
Energy & Commodities:
Shell ✅, Chevron ❌, Exxon ❌, Rio Tinto ❌ $SHEL (-1,67 %)
$CVX (-1,52 %)
$XOM (-2,02 %)
$RIO (-2,78 %)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+1,68 %)
$SREN (+0,49 %)
$SLHN (-0,05 %)
$HNR1 (+2,74 %)
$MUV2 (+1,85 %)
Finance & Payments:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,66 %)
$BRO (+0,08 %)
$MMC (+0,38 %)
$V (+0,52 %)
$MA (+0,72 %)
Technology & Data:
Alphabet ❌, NVIDIA ❌, Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-0,43 %)
$9888 (-0,48 %)
$AAPL (+0,38 %)
$GOOGL (-0,71 %)
$PLTR (-2,14 %)
$NVDA (-4,06 %)
Healthcare & Consumer Goods:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1,19 %)
$NOVO B (-1,38 %)
$ZTS (-0,07 %)
$KO (+1,01 %)
$WMT (+0,58 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-1,38 %)
$BMW (-0,2 %)
$MBG (-0,27 %)
Cryptocurrencies
- XRP ✅ $XRP (-4,33 %)
RENDER ✅ $RENDER (-0,94 %)
Bitcoin (BTC) ❌ $BTC (-1,88 %)
Solana (SOL) ✅ $SOL (-3,59 %)
Ethereum (ETH) ❌ $ETH (-3,32 %)
As the weekend approaches
The strategy remains the same: patience, discipline, and an eye for opportunities.
📈🌾
