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 (-0,75 %)
$CVX (-1,18 %)
$XOM (-1,53 %)
$RIO (+1,15 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+1,16 %)
$SREN (+1,05 %)
$SLHN (+0,68 %)
$HNR1 (+1,73 %)
$MUV2 (+1,77 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,17 %)
$BRO (+0,69 %)
$MMC (+0,83 %)
$V (+1,37 %)
$MA (+0,96 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-2,79 %)
$9888 (-1,68 %)
$AAPL (-0,14 %)
$GOOGL (+0,16 %)
$PLTR (-0,04 %)
$NVDA (-3,3 %)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2 %)
$NOVO B (+2,95 %)
$ZTS (+4,38 %)
$KO (-0,59 %)
$WMT (+2,03 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-0,4 %)
$BMW (+1,13 %)
$MBG (+1,19 %)
Cryptos
- XRP ✅ $XRP (-0,37 %)
RENDER ✅ $RENDER (-0,08 %)
Bitcoin (BTC) ❌ $BTC (-0,07 %)
Solana (SOL) ✅ $SOL (+0,39 %)
Ethereum (ETH) ❌ $ETH (-0,32 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
