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 (+0,31 %)
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 (+0 %)
$CVX (-0,2 %)
$XOM (+0,25 %)
$RIO (+0,33 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,33 %)
$SREN (-0,56 %)
$SLHN (+0,27 %)
$HNR1 (-0,16 %)
$MUV2 (-0,35 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0,84 %)
$BRO (-0,31 %)
$MMC (-0,51 %)
$V (-0,56 %)
$MA (-0,6 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+0,76 %)
$AAPL (+0,15 %)
$GOOGL (+1,76 %)
$PLTR (+1,4 %)
$NVDA (+1,7 %)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (-0,73 %)
$NOVO B (-0,82 %)
$ZTS (-1,44 %)
$KO (-0,98 %)
$WMT (-0,18 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-0,85 %)
$BMW (+0,84 %)
$MBG (+0,89 %)
Cryptos
- XRP ✅ $XRP (-0,22 %)
RENDER ✅ $RENDER (+0,56 %)
Bitcoin (BTC) ❌ $BTC (+0,02 %)
Solana (SOL) 👀 $SOL (+0,28 %)
Ethereum (ETH) ❌ $ETH (-0,32 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
