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 (+0,46 %)
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 (-0,63 %)
$CVX (-1,69 %)
$XOM (-1,41 %)
$RIO (-0,67 %)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+0,14 %)
$SREN (-0,96 %)
$SLHN (-0,86 %)
$HNR1 (-0,15 %)
$MUV2 (-0,34 %)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+1,67 %)
$BRO (-2,99 %)
$MMC (-2,55 %)
$V (-0,08 %)
$MA (+0,07 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (+3,02 %)
$9888 (+5,58 %)
$AAPL (-0,73 %)
$GOOGL (+1,36 %)
$PLTR (+0,13 %)
$NVDA (+4,29 %)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,07 %)
$NOVO B (+6,67 %)
$ZTS (+1,07 %)
$KO (+0,07 %)
$WMT (-1,53 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+0,55 %)
$BMW (-0,77 %)
$MBG (+0 %)
Cryptos
- XRP ✅ $XRP (-0,04 %)
RENDER ✅ $RENDER (+0,81 %)
Bitcoin (BTC) ❌ $BTC (+0,09 %)
Solana (SOL) ✅ $SOL (+0,22 %)
Ethereum (ETH) ❌ $ETH (+0,06 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
