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 (-0,76%)
• 
  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 (-0,26%)
$CVX (+0,46%)
$XOM (+0,65%)
$RIO (+0,31%)

Insurers & reinsurers:

Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,14%)
$SREN (+0,26%)
$SLHN (-1,82%)
$HNR1 (-0,36%)
$MUV2 (-0,15%)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0,07%)
$BRO (+0,95%)
$MMC (-0,03%)
$V (+0,39%)
$MA (+0,86%)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+3,91%)
$AAPL (-0,12%)
$GOOGL (-0,09%)
$PLTR (-1,07%)
$NVDA (-3,25%)

Health & consumption:

Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+0,51%)
$NOVO B (-0,04%)
$ZTS (+1,48%)
$KO (+0,38%)
$WMT (+0,02%)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-3,02%)
$BMW (-0,42%)
$MBG (-0,6%)

Cryptos

• XRP ✅ $XRP (-4,43%)
• 
  RENDER ✅ $RENDER (-5%)
• 
  Bitcoin (BTC) ❌ $BTC (-3,23%)
• 
  Solana (SOL) 👀 $SOL (-4,31%)
• 
  Ethereum (ETH) ❌ $ETH (-3,73%)

For the weekend

Strategy remains: Patience, discipline and an eye for opportunities.

📈🌾

Nice to see that Swiss shares are tradable on TR again. A savings plan has been set up until the position is full.

Have a nice evening!

In the last few months I have learned a lot - especially through the exchange here in the community. My portfolio has changed changed a lotLess individual shares, more ETFs, and a clear strategy for the coming years.

🔹 In the past my portfolio was heavily dividend stocks characterized, above all $AAPL (-0,12%) and Swiss stocks with high dividends.

🔹 Today I am consciously focus on more diversificationbut with a focus on Swiss equitiesin which I have been 10 years invested and will continue to do so in the long term. The whole thing is supplemented by accumulating ETFsto minimize costs.

🔹 My current focus:

✅ Swiss blue chips:
$SLHN (-1,82%) , $ZURN (+0,82%) , $SREN (+0,26%) , $HOLN (+0,38%)

✅ Tech:
$AAPL (-0,12%) & $TSLA (-3,02%) as strong individual values

✅ ETFs: iShares MSCI World, S&P 500 for global diversification

✅ Commodities & crypto: Gold (iShares Gold ETF) and a small Bitcoin holding

2nd and 3a pillar (95% invested in equities) as a long-term hedge (these gains are not 100% in the portfolio)

My goal is to live 50 to live largely from the dividendsmy expenses are deliberately very low should remain very low. Until then, I will not be switching my strategy to distributing ETFs, but will continue to rely on accumulating ETFsto take full advantage of the compound interest effect and optimize the tax burden.

💡 Thanks to the community, I was able to develop my strategy further - thank you for your inspiration, tips & helpful contributions! 🙌

➡️ How do you handle the issue of accumulating vs. distributing ETFs? When do you think is the best time to switch? 🤔

Hello,

I would like to take this opportunity to present my portfolio to you.

I use Bitcoin to save money that will not be inflated away and is not an investment for me, but something I use to save.

I don't care about the ups and downs. In the long term (<4 years) there is only one direction.

For the rest, I use something like a core-satellite strategy. For the core, I save the $VWRL (-0,76%) and SQBCSU, which unfortunately is not tracked on Getquin (performance in the portfolio +10.5%). In addition $SPYD (-0,24%) saved regularly.

The savings plan also includes a few individual stocks $SLHN (-1,82%) , $ACLN (-0,07%) and $CTAS (-0,35%) are included.

I believe that an 80% $BTC (-3,23%) of the remaining 20% 70/30 in Core / Satellite will clearly outperform standard portfolios in the long term.

The goal is to have a Bitcoin at the age of 30 and to have 50k in Core and Satellite. (Still 5 years to go)

I look forward to your opinions🐇✌🏻

Good day

i would like to hear your opinion on this...

for some time now, i have been considering selling all small positions or all positions below 3000 and investing mainly in swiss equities such as $ROG (-0,71%)
$SLHN (-1,82%) and the $VHYL (-0,37%) or what do you think? I sometimes have too many positions.

thanks for the feedback