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 (-2,71%)
• 
  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 (-3,05%)
$CVX (-2,7%)
$XOM (-2,64%)
$RIO (-2,98%)

Insurers & reinsurers:

Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,68%)
$SREN (-0,95%)
$SLHN (-0,02%)
$HNR1 (-1,02%)
$MUV2 (-0,74%)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-9,04%)
$BRO (-0,04%)
$MMC (-0,04%)
$V (-2,33%)
$MA (-2,02%)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu ❌ $9888 (-8,29%)
$AAPL (-4,63%)
$GOOGL (-3,4%)
$PLTR (-7,09%)
$NVDA (-6,14%)

Health & consumption:

Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-5,78%)
$NOVO B (-3,44%)
$ZTS (-2,19%)
$KO (+0,18%)
$WMT (-0,92%)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-6,86%)
$BMW (-2,64%)
$MBG (-1%)

Cryptos

• XRP ✅ $XRP (+5,51%)
• 
  RENDER ✅ $RENDER (-12,14%)
• 
  Bitcoin (BTC) ❌ $BTC (-1,96%)
• 
  Solana (SOL) ✅ $SOL (-6,11%)
• 
  Ethereum (ETH) ❌ $ETH (-3,22%)

For the weekend

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

📈🌾

I have just acquired shares in $MMC (-0,04%) one of the world's leading insurance brokers in the field of risk, insurance and personnel consulting etc.

With its global presence, high operational efficiency and stable margins $MMC one of the clear market leaders in the insurance services sector.

With this purchase, I believe that my positions in this sector in particular are ideally positioned.

In addition to the "conservatively" positioned market leader $MMC (-0,04%) I have been holding the somewhat more "offensive" stock for some time now $BRO (-0,04%) which, however, is also among the top 5 in the sector in the USA.

Both companies complement each other very well strategically, with no operational overlaps and offering different company profiles.

I personally plan to hold both stocks in my portfolio for the long term in order to participate in the stable development of the sector.

Do you tend to hold traditional insurance companies or, like me, do you also own insurance brokers and service providers such as Marsh & McLennan or Brown & Brown etc.?

Keep going, keep going. Thank you Donald @trump for giving us such opportunities. 😎

Shout out to @Simpson

Valuation still quite high despite the price drop, but sometimes you don't do anything.

Beat the S&P500 Challenge

I have been thinking about which stocks I could use to beat the S&P500 index.

After a lot of research, I have now decided on 20 American shares, which I will save 100 euros/month each in savings plans from 01.04.2024. As I didn't want any overlaps/duplications with my ETFs (World and Consumer Staples), I chose companies from the second tier. Perhaps one or two of the stocks will also be of interest to you 😉

The portfolio will contain the following shares:

$AME (-2,71%)

$APH (-3,8%)

$ANET

$AJG (-0,65%)

$CMG (-3,56%)

$FIX (-2,67%)

$EME (-3,01%)

$IT (-2,55%)

$HUBB (-3,31%)

$INTU (-2%)

$KAI (-5,65%)

$KLAC (-5,88%)

$MMC (-0,04%)

$MEDP (-3,88%)

$MOH (-3,02%)

$RSG (+1,23%)

$SNPS (-12,42%)

$URI (-3,53%)

$VRTX (-3,11%)

$GWW (-2,69%)

I know that it will be difficult to beat the S&P500, but I still want to try...