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 (-0,14 %)
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 (-0,96 %)
$CVX (-0,84 %)
$XOM (-0,47 %)
$RIO (+1,47 %)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+0,22 %)
$SREN (+0,73 %)
$SLHN (+0,2 %)
$HNR1 (+0,13 %)
$MUV2 (+0,01 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+3,83 %)
$BRO (+5,37 %)
$MMC (+4,05 %)
$V (+1,41 %)
$MA (+1,47 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-0,3 %)
$9888 (+0,39 %)
$AAPL (+2,41 %)
$GOOGL (-1,7 %)
$PLTR (+4,6 %)
$NVDA (-1,75 %)
Health & consumption:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2,19 %)
$NOVO B (+1,09 %)
$ZTS (-1,83 %)
$KO (+2,21 %)
$WMT (-0,41 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+0,55 %)
$BMW (-3,51 %)
$MBG (-3,44 %)
Cryptos
- XRP ✅ $XRP (+2,1 %)
RENDER ✅ $RENDER (+1,8 %)
Bitcoin (BTC) ❌ $BTC (+0,98 %)
Solana (SOL) ✅ $SOL (+0,26 %)
Ethereum (ETH) ❌ $ETH (+1,27 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
