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 (-2,64 %)
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 (-0,67 %)
$CVX (+0,1 %)
$XOM (-0,69 %)
$RIO (-4,87 %)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0,46 %)
$SREN (+0,81 %)
$SLHN (-1,28 %)
$HNR1 (+0,4 %)
$MUV2 (+1,73 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-2,88 %)
$BRO (+3,4 %)
$MMC (+3,4 %)
$V (+1,66 %)
$MA (+2,74 %)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-3,87 %)
$9888 (-10,21 %)
$AAPL (-0,45 %)
$GOOGL (-0,05 %)
$PLTR (-4,26 %)
$NVDA (-4,99 %)
Health & consumption:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1,49 %)
$NOVO B (-1,56 %)
$ZTS (+0,29 %)
$KO (+3,72 %)
$WMT (+1,34 %)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-5,68 %)
$BMW (-0,61 %)
$MBG (-2,82 %)
Cryptos
- XRP ✅ $XRP (-0,23 %)
RENDER ✅ $RENDER (-2,13 %)
Bitcoin (BTC) ❌ $BTC (-0,83 %)
Solana (SOL) ✅ $SOL (-0,71 %)
Ethereum (ETH) ❌ $ETH (-1,12 %)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
