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 (-0,34 %)
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 (-2,77 %)
$CVX (-0,78 %)
$XOM (-2,04 %)
$RIO (+2,06 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-1,79 %)
$SREN (-1,17 %)
$SLHN (-2,91 %)
$HNR1 (-1,94 %)
$MUV2 (-0,94 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-2,07 %)
$BRO (-1,65 %)
$MMC (-1,84 %)
$V (-0,25 %)
$MA (+0,54 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-2,71 %)
$9888 (+0,38 %)
$AAPL (-0,61 %)
$GOOGL (+2,57 %)
$PLTR (+3,79 %)
$NVDA (+0,87 %)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-2,35 %)
$NOVO B (+0,25 %)
$ZTS (-2,85 %)
$KO (-0,43 %)
$WMT (-1,33 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-0,53 %)
$BMW (-0,63 %)
$MBG (-2,05 %)
Cryptos
- XRP ✅ $XRP (-0,12 %)
RENDER ✅ $RENDER (-1,44 %)
Bitcoin (BTC) ❌ $BTC (+0,12 %)
Solana (SOL) ✅ $SOL (-0,08 %)
Ethereum (ETH) ❌ $ETH (+0,43 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
