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 (-0,45 %)
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 (-2,22 %)
$CVX (-1,62 %)
$XOM (-2,47 %)
$RIO (-1,67 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,12 %)
$SREN (+0,79 %)
$SLHN (+1,11 %)
$HNR1 (+0,11 %)
$MUV2 (+0,65 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0,42 %)
$BRO (-1,6 %)
$MMC (-0,16 %)
$V (-0,53 %)
$MA (+0,1 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-0,47 %)
$9888 (+0,41 %)
$AAPL (-0,25 %)
$GOOGL (-0,64 %)
$PLTR (+0,68 %)
$NVDA (+0,49 %)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-1,67 %)
$NOVO B (-2,67 %)
$ZTS (+1,57 %)
$KO (-0,48 %)
$WMT (-1,18 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+3,19 %)
$BMW (-0,6 %)
$MBG (-0,25 %)
Cryptos
- XRP ✅ $XRP (-0,18 %)
RENDER ✅ $RENDER (-1,96 %)
Bitcoin (BTC) ❌ $BTC (-0,7 %)
Solana (SOL) ✅ $SOL (-0,64 %)
Ethereum (ETH) ❌ $ETH (-0,4 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
