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 (+0,08%)
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 (-0,01%)
$CVX (+1,17%)
$XOM (+0,64%)
$RIO (+0,51%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,41%)
$SREN (-3,67%)
$SLHN (-0,66%)
$HNR1 (-3,86%)
$MUV2 (-6,55%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-1,14%)
$BRO (+0,18%)
$MMC (-0,4%)
$V (+0,72%)
$MA (+0,67%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-0,83%)
$AAPL (+2,27%)
$GOOGL (+2,74%)
$PLTR (+2,55%)
$NVDA (+0,86%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+1,4%)
$NOVO B (+3,78%)
$ZTS (-0,66%)
$KO (+0,03%)
$WMT (+0,87%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2,99%)
$BMW (+1,25%)
$MBG (+2,36%)
Cryptos
- XRP ✅ $XRP (-0,54%)
RENDER ✅ $RENDER (+1,31%)
Bitcoin (BTC) ❌ $BTC (-0,93%)
Solana (SOL) 👀 $SOL (+0,83%)
Ethereum (ETH) ❌ $ETH (+1,98%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾